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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
726
O'Brien Wealth Partners
Massachusetts
$463K +$490K +5,967 New
ACM
727
AlphaStar Capital Management
North Carolina
$462K +$15.8K +193 +3%
SWA
728
SFMG Wealth Advisors
Texas
$459K – – –
CIA
729
Capital Investment Advisors
Georgia
$459K +$5.91K +72 +1%
AWS
730
AJ Wealth Strategies
New York
$458K – – –
PAM
731
Palisade Asset Management
Minnesota
$457K – – –
BEAM
732
Baker Ellis Asset Management
Washington
$455K – – –
CL
733
CPWM LLC
Washington
$454K – – –
STA
734
Summit Trail Advisors
New York
$453K +$41.3K +503 +10%
BWP
735
Bernardo Wealth Planning
Pennsylvania
$451K +$410 +5 +0.1%
FA
736
Fiducient Advisors
Illinois
$451K +$2.96K +36 +0.7%
MAA
737
Matrix Asset Advisors
New York
$449K +$216K +2,626 +94%
BAMG
738
Brand Asset Management Group
Missouri
$447K – – –
PCM
739
Parsons Capital Management
Rhode Island
$444K – – –
LAS
740
LWM Advisory Services
Florida
$443K +$438K +5,337 New
HWM
741
Horizon Wealth Management
Illinois
$443K +$438K +5,338 New
UIA
742
Ulland Investment Advisors
Minnesota
$440K +$435K +5,300 New
BAM
743
Belpointe Asset Management
Nevada
$439K +$4.76K +58 +1%
KCPG
744
Kavar Capital Partners Group
Kansas
$439K +$8.13K +99 +2%
OIA
745
Optimum Investment Advisors
Illinois
$437K -$82 -1 -0%
HFS
746
HBC Financial Services
Washington
$437K – – –
RBC
747
Roble Belko & Company
Pennsylvania
$437K – – –
CSWM
748
Cassady Schiller Wealth Management
Ohio
$437K +$432K +5,264 New
CBN
749
Cadence Bank NA
Texas
$436K +$49K +597 +13%
NCM
750
Neumann Capital Management
California
$435K -$2.87K -35 -0.7%
28 29
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