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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
676
Optimum Investment Advisors
Illinois
$734K +$146K +1,728 +26%
BW
677
BIP Wealth
Georgia
$733K -$14.8K -176 -2%
BFA
678
Beaumont Financial Advisors
Massachusetts
$728K -$95K -1,127 -12%
CFFP
679
Center for Financial Planning
Michigan
$727K +$927 +11 +0.1%
PGAM
680
Princeton Global Asset Management
New Jersey
$726K +$642K +7,625 +1,248%
PAS
681
Park Avenue Securities
New York
$716K -$692K -8,213 -50%
GAA
682
Guardian Asset Advisors
Pennsylvania
$710K -$404K -4,793 -37%
AWG
683
Altus Wealth Group
Colorado
$707K +$58K +688 +9%
NEPPG
684
New England Professional Planning Group
Rhode Island
$706K +$61.5K +730 +10%
BFA
685
Bragg Financial Advisors
North Carolina
$706K -$14.5K -172 -2%
FA
686
Fermata Advisors
California
$704K +$116K +1,372 +21%
BFO
687
Biltmore Family Office
North Carolina
$701K +$333K +3,957 +99%
MC
688
Moors & Cabot
Massachusetts
$699K +$156K +1,850 +30%
GFS
689
GYL Financial Synergies
Connecticut
$698K +$154K +1,824 +30%
MLL
690
Moody Lynn & Lieberson
Massachusetts
$696K – – –
DIA
691
Dana Investment Advisors
Wisconsin
$696K -$7.58K -90 -1%
WLPWM
692
Walled Lake Planning & Wealth Management
Illinois
$692K +$34.3K +407 +5%
FFM
693
Flagstone Financial Management
Nebraska
$690K +$244K +2,901 +59%
BFIM
694
Beese Fulmer Investment Management
Ohio
$688K – – –
OSNBOA
695
Old Second National Bank of Aurora
Illinois
$686K – – –
RIG
696
RiverFront Investment Group
Virginia
$681K +$209K +2,478 +47%
SC
697
Sapient Capital
Indiana
$680K – – –
BCM
698
Buckhead Capital Management
Georgia
$679K – – –
BFW
699
Brady Family Wealth
Missouri
$677K – – –
WCM
700
Windsor Capital Management
Arizona
$674K -$4.46K -53 -0.7%
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