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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
676
Jaffetilchin Investment Partners
Florida
$424K +$188K +2,427 +75%
DWT
677
Dorsey & Whitney Trust
South Dakota
$423K – – –
IC
678
Inverness Counsel
New York
$423K – – –
BW
679
Bison Wealth
Georgia
$421K +$1.47K +19 +0.4%
SS
680
Simplicity Solutions
Minnesota
$420K -$64.9K -837 -14%
LA
681
Legacy Advisors
Pennsylvania
$420K – – –
GGS
682
Galvin Gaustad & Stein
Arizona
$417K – – –
RBC
683
Roble Belko & Company
Pennsylvania
$417K – – –
OIA
684
Optimum Investment Advisors
Illinois
$417K +$155 +2 +0%
VNA
685
Valley National Advisers
Pennsylvania
$415K -$2.79K -36 -0.7%
KCPG
686
Kavar Capital Partners Group
Kansas
$407K -$10.3K -133 -3%
WI
687
Wintrust Investments
Illinois
$407K +$78 +1 +0%
TI
688
Truepoint Inc
Ohio
$404K – – –
HFS
689
HBC Financial Services
Washington
$402K – – –
WC
690
Weil Company
California
$399K – – –
BAM
691
Belpointe Asset Management
Nevada
$398K -$2.17K -28 -0.6%
GFS
692
GYL Financial Synergies
Connecticut
$397K – – –
CCM
693
Covington Capital Management
California
$396K -$19.4K -250 -5%
AWA
694
ARS Wealth Advisors
Florida
$394K +$78 +1 +0%
SW
695
SteelPeak Wealth
California
$394K +$3.57K +46 +0.9%
CIA
696
Capital Investment Advisors
Georgia
$392K +$19.5K +252 +5%
KCA
697
Karn Couzens & Associates
Connecticut
$391K – – –
PWA
698
Providence Wealth Advisors
Illinois
$390K -$2.4K -31 -0.6%
BWA
699
BDO Wealth Advisors
Florida
$387K – – –
ZF
700
Zhang Financial
Michigan
$387K +$310 +4 +0.1%
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