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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
726
Lee, Danner & Bass
Tennessee
$685K +$34K +375 +5%
SIAS
727
Summit Investment Advisory Services
Minnesota
$680K +$14.6K +161 +2%
BFW
728
Brady Family Wealth
Missouri
$679K – – –
BFA
729
Bragg Financial Advisors
North Carolina
$678K -$30.7K -338 -4%
JFA
730
JNBA Financial Advisors
Minnesota
$677K +$106K +1,173 +18%
DWP
731
Destiny Wealth Partners
Florida
$673K +$113K +1,249 +20%
BWA
732
BlueSky Wealth Advisors
North Carolina
$661K – – –
PB
733
Pinnacle Bancorp
Nebraska
$661K +$3.27K +36 +0.5%
LSPW
734
Lake Street Private Wealth
Illinois
$657K -$525K -5,784 -44%
GSEP
735
Golden State Equity Partners
California
$654K -$96.2K -1,060 -13%
IIA
736
ICW Investment Advisors
Arizona
$647K +$182 +2 +0%
AWM
737
Angeles Wealth Management
California
$645K – – –
FFP
738
FourThought Financial Partners
Florida
$642K – – –
HCC
739
Hirtle Callaghan & Co
Pennsylvania
$640K +$190K +2,095 +41%
TSW
740
Thompson Siegel & Walmsley
Virginia
$634K – – –
HAIM
741
Hunter Associates Investment Management
Pennsylvania
$632K +$182 +2 +0%
BMC
742
Bear Mountain Capital
Washington
$630K – – –
GWM
743
Greenhouse Wealth Management
Connecticut
$627K +$2.27K +25 +0.4%
ST
744
Smithfield Trust
Pennsylvania
$627K -$44.2K -487 -6%
BFPW
745
BOK Financial Private Wealth
Colorado
$624K +$499K +5,494 +352%
SIM
746
Stratos Investment Management
Ohio
$623K +$545 +6 +0.1%
MAWA
747
Moss Adams Wealth Advisors
Washington
$622K – – –
TPA
748
Trivium Point Advisory
Connecticut
$621K +$638K +7,027 New
CWM
749
Cranbrook Wealth Management
Michigan
$621K – – –
QCM
750
QRG Capital Management
Illinois
$619K +$52.6K +580 +9%
28 29
30
31 32