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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$776K -$9.62K -100 -1%
MLL
752
Moody Lynn & Lieberson
Massachusetts
$774K +$12.9K +134 +2%
BCM
753
Brasada Capital Management
Texas
$773K -$238K -2,472 -24%
SIAS
754
Summit Investment Advisory Services
Minnesota
$772K +$31.4K +327 +4%
FA
755
Fermata Advisors
California
$770K +$16.5K +172 +2%
OWP
756
Obermeyer Wealth Partners
Colorado
$767K -$234K -2,431 -23%
MWM
757
Mission Wealth Management
California
$765K +$1.15K +12 +0.2%
AWM
758
Angeles Wealth Management
California
$764K +$61.7K +642 +9%
TWP
759
Triad Wealth Partners
Kansas
$764K +$107K +1,114 +16%
PIA
760
Polaris Investment Advisors
Massachusetts
$764K +$763K +7,932 New
MF
761
Montis Financial
Massachusetts
$763K -$89.4K -930 -10%
OC
762
Opal Capital
Florida
$761K +$716K +7,451 New
W
763
Wealthquest
Ohio
$760K +$759K +7,893 New
GC
764
Grimes & Company
Massachusetts
$759K -$40.9K -425 -5%
WFA
765
Wellspring Financial Advisors
Ohio
$759K – – –
SFP
766
Shepherd Financial Partners
Massachusetts
$759K -$33.4K -347 -4%
IAG
767
Investment Advisory Group
Massachusetts
$753K -$1.92K -20 -0.3%
FFM
768
Flagstone Financial Management
Nebraska
$753K – – –
NB
769
Nicolet Bankshares
Wisconsin
$753K +$209K +2,174 +39%
B
770
Bensler
Washington
$750K +$96 +1 +0%
OSNBOA
771
Old Second National Bank of Aurora
Illinois
$749K – – –
CBT
772
Central Bank & Trust
Kentucky
$748K +$1.92K +20 +0.3%
WLPWM
773
Walled Lake Planning & Wealth Management
Illinois
$746K +$11.4K +119 +2%
NLP
774
Next Level Private
New York
$746K -$72.6K -755 -9%
MO
775
McMillan Office
Michigan
$745K +$744K +7,736 New
29 30
31
32 33