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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
676
Brinker Capital Investments
Pennsylvania
$427K -$12.3K -154 -3%
CIA
677
Capital Investment Advisors
Georgia
$427K +$40.4K +504 +10%
BWP
678
Bernardo Wealth Planning
Pennsylvania
$425K -$46.1K -575 -10%
FA
679
Fiducient Advisors
Illinois
$422K – – –
BAMG
680
Brand Asset Management Group
Missouri
$421K – – –
HFS
681
HBC Financial Services
Washington
$421K – – –
DA
682
Detalus Advisors
Missouri
$421K +$42.6K +532 +11%
PCM
683
Parsons Capital Management
Rhode Island
$419K +$429K +5,351 New
DWT
684
Dorsey & Whitney Trust
South Dakota
$418K – – –
IC
685
Inverness Counsel
New York
$418K – – –
BW
686
Bison Wealth
Georgia
$415K +$80 +1 +0%
NCM
687
Neumann Capital Management
California
$412K -$84.4K -1,054 -17%
RBC
688
Roble Belko & Company
Pennsylvania
$412K – – –
OIA
689
Optimum Investment Advisors
Illinois
$412K +$240 +3 +0.1%
VNA
690
Valley National Advisers
Pennsylvania
$409K – – –
BAM
691
Belpointe Asset Management
Nevada
$409K +$16.8K +210 +4%
ST
692
Spinnaker Trust
Maine
$409K +$419K +5,225 New
F
693
F3Logic
Minnesota
$407K -$48.1K -600 -10%
LA
694
Legacy Advisors
Pennsylvania
$407K -$7.13K -89 -2%
KCPG
695
Kavar Capital Partners Group
Kansas
$406K +$3.85K +48 +0.9%
TI
696
Truepoint Inc
Ohio
$399K – – –
WC
697
Weil Company
California
$394K – – –
GFS
698
GYL Financial Synergies
Connecticut
$392K – – –
CCM
699
Covington Capital Management
California
$391K – – –
SW
700
SteelPeak Wealth
California
$391K +$2.08K +26 +0.5%
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28
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