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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
826
Eastern Bank
Massachusetts
$223K – – –
TA
827
TruWealth Advisors
Louisiana
$223K – – –
KP
828
Keel Point
Alabama
$223K +$145 +2 +0.1%
GLA
829
Good Life Advisors
Pennsylvania
$223K +$216K +2,994 New
DFA
830
DHJJ Financial Advisors
Illinois
$222K – – –
EA
831
Eclectic Associates
California
$222K – – –
PCM
832
Pointe Capital Management
Michigan
$220K – – –
LBD
833
Landsberg Bennett & Dubbaneh
Florida
$220K +$212K +2,926 New
CWM
834
Chicago Wealth Management
Illinois
$220K +$215K +2,981 New
FFA
835
Freedman Financial Associates
Massachusetts
$219K – – –
RHP
836
Royal Harbor Partners
Texas
$218K – – –
PFA
837
Plotkin Financial Advisors
Maryland
$216K – – –
PWM
838
Palumbo Wealth Management
New York
$215K -$10.9K -151 -5%
BFM
839
Boston Financial Management
Massachusetts
$215K +$210K +2,903 New
GIA
840
GHP Investment Advisors
Colorado
$215K +$210K +2,906 New
KJHP
841
K.J. Harrison & Partners
Ontario, Canada
$214K +$209K +2,890 New
FRA
842
Front Row Advisors
California
$213K – – –
FIM
843
Fernwood Investment Management
Massachusetts
$213K +$208K +2,884 New
CA
844
CGN Advisors
Kansas
$212K +$207K +2,866 New
FWM
845
Fairhaven Wealth Management
Illinois
$211K +$206K +2,851 New
CC
846
Callan Capital
California
$210K +$205K +2,836 New
KIA
847
KCM Investment Advisors
California
$210K +$205K +2,836 New
PCTC
848
Perkins Coie Trust Company
Washington
$209K – – –
BC
849
Burney Company
Virginia
$209K +$205K +2,832 New
JCM
850
Jag Capital Management
Missouri
$208K +$203K +2,811 New
32 33
34
35 36