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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
751
Sage Financial Management Group
Virginia
$401K +$422K +5,784 New
AO
752
Advisor OS
Illinois
$397K +$1.09K +15 +0.3%
OPCM
753
Osborne Partners Capital Management
California
$391K +$2.92K +40 +0.7%
FFA
754
Founders Financial Alliance
North Carolina
$390K -$802 -11 -0.2%
DWP
755
Destiny Wealth Partners
Florida
$387K – – –
GA
756
Goldstein Advisors
Wisconsin
$386K +$146K +2,000 +56%
FCM
757
Fourpath Capital Management
Oklahoma
$385K +$405K +5,558 New
EW
758
Enzi Wealth
Texas
$384K -$37.2K -510 -8%
GFS
759
GYL Financial Synergies
Connecticut
$384K -$18.2K -250 -4%
SWA
760
SFMG Wealth Advisors
Texas
$383K – – –
IWP
761
Invenio Wealth Partners
Florida
$380K +$185K +2,541 +86%
IWMA
762
Ironwood Wealth Management (Arizona)
Arizona
$380K -$4.23K -58 -1%
FPB
763
First PREMIER Bank
South Dakota
$380K – – –
DPI
764
Diversified Portfolios Inc
Michigan
$379K – – –
BWA
765
Blodgett Wealth Advisors
California
$379K -$7.29K -100 -2%
RFA
766
Register Financial Advisors
Georgia
$376K -$54.7K -750 -12%
TF
767
Tompkins Financial
New York
$375K – – –
PAM
768
Palisade Asset Management
Minnesota
$374K – – –
SFG
769
StrategIQ Financial Group
Indiana
$374K -$7.29K -100 -2%
MC
770
Moors & Cabot
Massachusetts
$372K – – –
SC
771
Sonen Capital
California
$370K – – –
SCM
772
SOL Capital Management
Maryland
$369K – – –
JIP
773
Jaffetilchin Investment Partners
Florida
$368K – – –
TWA
774
TCI Wealth Advisors
Arizona
$368K – – –
PAM
775
Peak Asset Management
Colorado
$365K – – –
29 30
31
32 33