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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
751
Biltmore Family Office
North Carolina
$317K – – –
TFA
752
TPG Financial Advisors
Oregon
$317K – – –
SG
753
StoneX Group
New York
$317K +$621 +8 +0.2%
EP
754
Edgestream Partners
New Jersey
$314K +$307K +3,964 New
AI
755
Accredited Investors
Minnesota
$312K – – –
MC
756
Martin & Co
Tennessee
$312K +$16.2K +209 +6%
CWM
757
Connecticut Wealth Management
Connecticut
$312K +$306K +3,943 New
PFA
758
Plotkin Financial Advisors
Maryland
$311K +$77.6K +1,000 +34%
WS
759
Wedbush Securities
California
$308K +$78 +1 +0%
EB
760
Eastern Bank
Massachusetts
$308K +$67.5K +870 +29%
FFG
761
Frisch Financial Group
New York
$306K +$310 +4 +0.1%
BFS
762
Bickling Financial Services
Massachusetts
$304K +$233 +3 +0.1%
CCC
763
Crescent Capital Consulting
Louisiana
$302K – – –
AWA
764
Arkadios Wealth Advisors
Georgia
$300K +$284K +3,666 +2,842%
VC
765
Vicus Capital
Pennsylvania
$298K -$6.21K -80 -2%
OC
766
Oppenheimer & Co
New York
$297K +$465 +6 +0.2%
LOPW
767
Live Oak Private Wealth
North Carolina
$296K – – –
PMG
768
ProVise Management Group
Florida
$296K – – –
IFO
769
Independent Family Office
New York
$294K -$46.2K -595 -14%
CP
770
Covenant Partners
Tennessee
$293K – – –
FEG
771
Fund Evaluation Group
Ohio
$292K – – –
PCIA
772
Prime Capital Investment Advisors
Kansas
$292K +$33.6K +433 +13%
PL
773
Plancorp LLC
Missouri
$291K +$2.17K +28 +0.8%
AOWM
774
Alpha Omega Wealth Management
Virginia
$290K -$29.7K -383 -9%
MFGP
775
Marshall Financial Group (Pennsylvania)
Pennsylvania
$288K – – –
29 30
31
32 33