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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
776
JNBA Financial Advisors
Minnesota
$738K -$799 -8 -0.1%
FAT
777
First American Trust
California
$738K +$115K +1,153 +18%
BFA
778
Bragg Financial Advisors
North Carolina
$734K -$400 -4 -0.1%
CT
779
Caldwell Trust
Florida
$732K – – –
IWP
780
Invenio Wealth Partners
Florida
$732K – – –
B
781
Bensler
Washington
$729K -$29.9K -299 -4%
BWA
782
BlueSky Wealth Advisors
North Carolina
$727K – – –
DM
783
Diversified Management
Wisconsin
$726K – – –
KWA
784
Kingswood Wealth Advisors
California
$725K +$38.1K +381 +5%
VT
785
Vise Technologies
New York
$720K – – –
MF
786
Montis Financial
Massachusetts
$719K -$53.4K -535 -7%
BFW
787
Brady Family Wealth
Missouri
$719K -$699 -7 -0.1%
FB
788
First Bancorp
Maine
$718K +$68.9K +690 +10%
V
789
ViaWealth
Kansas
$715K – – –
UF
790
Univest Financial
Pennsylvania
$713K -$288K -2,881 -28%
EPW
791
Endeavor Private Wealth
Kansas
$710K -$1.7K -17 -0.2%
KLI
792
Kelman-Lazarov Inc
Tennessee
$708K -$198K -1,981 -21%
IIA
793
ICW Investment Advisors
Arizona
$707K – – –
FFP
794
FourThought Financial Partners
Florida
$706K – – –
AWA
795
AmeriServ Wealth Advisors
Pennsylvania
$704K -$101K -1,013 -12%
GWM
796
Greenhouse Wealth Management
Connecticut
$701K +$1.9K +19 +0.3%
FA
797
Fiducient Advisors
Illinois
$700K +$7.69K +77 +1%
TSW
798
Thompson Siegel & Walmsley
Virginia
$697K – – –
SIC
799
Sterling Investment Counsel
New York
$696K +$715K +7,160 New
HAIM
800
Hunter Associates Investment Management
Pennsylvania
$695K +$100 +1 +0%
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