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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
826
TruWealth Advisors
Louisiana
$223K – – –
KP
827
Keel Point
Alabama
$223K +$145 +2 +0.1%
GLA
828
Good Life Advisors
Pennsylvania
$223K +$216K +2,994 New
DFA
829
DHJJ Financial Advisors
Illinois
$222K – – –
EA
830
Eclectic Associates
California
$222K – – –
PCM
831
Pointe Capital Management
Michigan
$220K – – –
LBD
832
Landsberg Bennett & Dubbaneh
Florida
$220K +$212K +2,926 New
CWM
833
Chicago Wealth Management
Illinois
$220K +$215K +2,981 New
FFA
834
Freedman Financial Associates
Massachusetts
$219K – – –
RHP
835
Royal Harbor Partners
Texas
$218K – – –
PFA
836
Plotkin Financial Advisors
Maryland
$216K – – –
PWM
837
Palumbo Wealth Management
New York
$215K -$10.9K -151 -5%
BFM
838
Boston Financial Management
Massachusetts
$215K +$210K +2,903 New
GIA
839
GHP Investment Advisors
Colorado
$215K +$210K +2,906 New
KJHP
840
K.J. Harrison & Partners
Ontario, Canada
$214K +$209K +2,890 New
FRA
841
Front Row Advisors
California
$213K – – –
FIM
842
Fernwood Investment Management
Massachusetts
$213K +$208K +2,884 New
CA
843
CGN Advisors
Kansas
$212K +$207K +2,866 New
FWM
844
Fairhaven Wealth Management
Illinois
$211K +$206K +2,851 New
CC
845
Callan Capital
California
$210K +$205K +2,836 New
KIA
846
KCM Investment Advisors
California
$210K +$205K +2,836 New
PCTC
847
Perkins Coie Trust Company
Washington
$209K – – –
BC
848
Burney Company
Virginia
$209K +$205K +2,832 New
JCM
849
Jag Capital Management
Missouri
$208K +$203K +2,811 New
MSFS
850
Main Street Financial Solutions
Pennsylvania
$208K +$204K +2,819 New
32 33
34
35 36