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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
676
Graypoint LLC
New York
$800K +$142K +1,562 +21%
V
677
ViaWealth
Kansas
$797K – – –
IAIM
678
International Assets Investment Management
Florida
$797K +$325K +3,586 +66%
B
679
Bensler
Washington
$793K +$91 +1 +0%
PFWA
680
Paces Ferry Wealth Advisors
Georgia
$791K -$109K -1,199 -12%
PMFA
681
Plante Moran Financial Advisors
Michigan
$790K -$47.1K -519 -5%
CFFP
682
Center for Financial Planning
Michigan
$786K +$59K +650 +8%
MCM
683
Manchester Capital Management
Vermont
$786K – – –
SPC
684
Spirepoint Private Client
Florida
$783K +$443K +4,880 +123%
LP
685
LGL Partners
Pennsylvania
$779K +$2.9K +32 +0.4%
NLP
686
Next Level Private
New York
$773K +$817 +9 +0.1%
PCA
687
Prosperity Capital Advisors
Ohio
$771K -$370K -4,077 -32%
MCM
688
Mill Capital Management
North Carolina
$771K – – –
GWANC
689
Guardian Wealth Advisors (North Carolina)
North Carolina
$770K – – –
BLC
690
Brown, Lisle/Cummings
Rhode Island
$769K – – –
FCFC
691
First Commonwealth Financial Corp
Pennsylvania
$762K +$23.4K +258 +3%
IAG
692
Investment Advisory Group
Massachusetts
$760K -$4.9K -54 -0.6%
TCA
693
Transcend Capital Advisors
New Jersey
$758K +$18.8K +207 +2%
SEIA
694
Signature Estate & Investment Advisors
California
$758K +$726 +8 +0.1%
PWS
695
Precision Wealth Strategies
Missouri
$754K – – –
BIM
696
Baldwin Investment Management
Pennsylvania
$754K +$774K +8,532 New
BBA
697
BLB&B Advisors
Pennsylvania
$751K +$15.1K +166 +2%
WLPWM
698
Walled Lake Planning & Wealth Management
Illinois
$749K +$56.4K +621 +8%
ESB
699
Essex Savings Bank
Connecticut
$747K – – –
OWM
700
Orgel Wealth Management
Wisconsin
$744K +$764K +8,421 New
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