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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
801
Rothschild Investment LLC
Illinois
$262K +$256K +3,301 New
PIFP
802
Partners in Financial Planning
Virginia
$262K +$256K +3,303 New
JIC
803
Joel Isaacson & Co
New York
$261K +$1.01K +13 +0.4%
VAM
804
Verity Asset Management
North Carolina
$261K +$2.09K +27 +0.8%
PCS
805
Personal CFO Solutions
New Jersey
$260K – – –
IF
806
Ironwood Financial
Arizona
$260K +$6.28K +81 +3%
DDC
807
DF Dent & Co
Maryland
$259K +$253K +3,265 New
ICM
808
IMS Capital Management
Oregon
$258K +$34.9K +450 +16%
PP
809
Palladium Partners
Virginia
$257K – – –
AIM
810
Aspen Investment Management
Michigan
$256K – – –
WW
811
Waterfront Wealth
Kansas
$255K – – –
TF
812
TimeScale Financial
Massachusetts
$255K +$1.09K +14 +0.4%
CMP
813
Courage Miller Partners
Virginia
$252K – – –
CPSC
814
Carl P. Sherr & Co
Massachusetts
$250K +$245K +3,159 New
SC
815
Scotia Capital
Ontario, Canada
$247K -$10.5K -135 -4%
EA
816
Emerald Advisors
Washington
$247K – – –
FAM
817
Formidable Asset Management
Ohio
$245K – – –
BHIA
818
Birch Hill Investment Advisors
Massachusetts
$244K – – –
FBA
819
Front Barnett Associates
Illinois
$244K – – –
HCP
820
Holt Capital Partners
Texas
$244K – – –
PCM
821
Poehling Capital Management
Wisconsin
$244K – – –
TAM
822
Townsend Asset Management
North Carolina
$244K +$543 +7 +0.2%
EWP
823
Engrave Wealth Partners
Texas
$243K – – –
ACM
824
AlphaStar Capital Management
North Carolina
$243K +$233 +3 +0.1%
MSFS
825
Main Street Financial Solutions
Pennsylvania
$243K +$19.5K +251 +9%
31 32
33
34 35