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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
726
Baron Wealth Management
Michigan
$981K -$5.57K -53 -0.6%
PFWA
727
Paces Ferry Wealth Advisors
Georgia
$976K -$7.99K -76 -0.9%
MWA
728
Midland Wealth Advisors
Illinois
$974K -$71K -675 -7%
HWA
729
Heritage Wealth Advisors
Virginia
$971K – – –
CAC
730
Certified Advisory Corp
Florida
$971K +$32.1K +305 +4%
IWB
731
Innovative Wealth Building
Maryland
$969K +$72.4K +688 +8%
GWMR
732
GC Wealth Management RIA
Massachusetts
$968K -$672K -6,389 -42%
LDB
733
Lee, Danner & Bass
Tennessee
$967K – – –
ANBT
734
American National Bank & Trust
Texas
$966K +$15K +143 +2%
BLC
735
Brown, Lisle/Cummings
Rhode Island
$960K – – –
PCA
736
Prosperity Capital Advisors
Ohio
$954K -$35.5K -338 -4%
CWA
737
Crusonia Wealth Advisors
Colorado
$954K +$603K +5,733 +197%
LFG
738
Larson Financial Group
Missouri
$953K +$107K +1,019 +13%
PWS
739
Precision Wealth Strategies
Missouri
$941K – – –
CW
740
Curio Wealth
Maryland
$940K +$53.7K +511 +6%
SPC
741
Spirepoint Private Client
Florida
$939K – – –
IAS
742
Insigneo Advisory Services
Florida
$938K -$42.3K -402 -5%
GC
743
Grimes & Company
Massachusetts
$933K +$57.3K +545 +7%
CW
744
CreativeOne Wealth
Kansas
$930K -$15.1K -144 -2%
TP
745
Tranquility Partners
Tennessee
$929K +$16.7K +159 +2%
CBT
746
Central Bank & Trust
Kentucky
$927K +$4.63K +44 +0.5%
GWS
747
Glassman Wealth Services
Virginia
$926K – – –
BIM
748
Baldwin Investment Management
Pennsylvania
$923K – – –
SCI
749
S&CO Inc
Massachusetts
$920K – – –
PFG
750
Pacific Financial Group
Washington
$918K +$2.1K +20 +0.2%
28 29
30
31 32