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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAL
776
Focused Alpha LLC
Colorado
$742K +$741K +7,707 New
FA
777
Fiduciary Alliance
South Carolina
$740K +$1.35K +14 +0.2%
IP
778
Indivisible Partners
Florida
$735K +$734K +7,631 New
IWB
779
Innovative Wealth Building
Maryland
$733K +$24.1K +251 +3%
JFA
780
JNBA Financial Advisors
Minnesota
$732K – – –
LFG
781
Larson Financial Group
Missouri
$732K -$4.04K -42 -0.5%
MFG
782
Midwest Financial Group
Kansas
$729K +$177K +1,845 +32%
BFA
783
Bragg Financial Advisors
North Carolina
$727K – – –
CT
784
Caldwell Trust
Florida
$725K – – –
IWP
785
Invenio Wealth Partners
Florida
$725K – – –
BWA
786
BlueSky Wealth Advisors
North Carolina
$720K – – –
TW
787
Traveka Wealth
California
$720K +$189K +1,963 +36%
VT
788
Vise Technologies
New York
$720K +$279K +2,897 +63%
GSEP
789
Golden State Equity Partners
California
$720K +$22.6K +235 +3%
DM
790
Diversified Management
Wisconsin
$718K +$718K +7,463 New
IAA
791
Independent Advisor Alliance
North Carolina
$713K -$86.5K -900 -11%
BFW
792
Brady Family Wealth
Missouri
$712K – – –
V
793
ViaWealth
Kansas
$708K -$160K -1,665 -18%
EPW
794
Endeavor Private Wealth
Kansas
$704K +$577 +6 +0.1%
IIA
795
ICW Investment Advisors
Arizona
$700K +$96 +1 +0%
FFP
796
FourThought Financial Partners
Florida
$699K – – –
TP
797
Tranquility Partners
Tennessee
$696K +$4.9K +51 +0.7%
DWP
798
Destiny Wealth Partners
Florida
$692K -$67.2K -699 -9%
GWM
799
Greenhouse Wealth Management
Connecticut
$692K +$2.79K +29 +0.4%
TSW
800
Thompson Siegel & Walmsley
Virginia
$690K – – –
30 31
32
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