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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FBA
826
Front Barnett Associates
Illinois
$241K – – –
HCP
827
Holt Capital Partners
Texas
$241K – – –
PCM
828
Poehling Capital Management
Wisconsin
$241K – – –
TAM
829
Townsend Asset Management
North Carolina
$241K – – –
TF
830
TimeScale Financial
Massachusetts
$240K -$12.7K -159 -5%
EWP
831
Engrave Wealth Partners
Texas
$240K – – –
MSFS
832
Main Street Financial Solutions
Pennsylvania
$240K – – –
KFGK
833
Keystone Financial Group (Kentucky)
Kentucky
$239K +$245K +3,057 New
JWM
834
JGP Wealth Management
Oregon
$238K – – –
1IA
835
1834 Investment Advisors
Wisconsin
$237K – – –
WCG
836
Weaver Consulting Group
California
$237K – – –
HCC
837
Hirtle Callaghan & Co
Pennsylvania
$237K +$243K +3,035 New
SWRP
838
Summit Wealth & Retirement Planning
California
$236K – – –
TA
839
TruWealth Advisors
Louisiana
$236K – – –
BZWA
840
Blue Zone Wealth Advisors
California
$236K +$242K +3,015 New
DFA
841
DHJJ Financial Advisors
Illinois
$235K – – –
EA
842
Eclectic Associates
California
$235K – – –
PCM
843
Pointe Capital Management
Michigan
$233K – – –
MIFH
844
Migdal Insurance & Financial Holdings
Israel
$232K +$237K +2,960 New
CCP
845
Cardan Capital Partners
Colorado
$231K – – –
RHP
846
Royal Harbor Partners
Texas
$231K – – –
FBT
847
First Bank & Trust
South Dakota
$230K – – –
GIA
848
GHP Investment Advisors
Colorado
$228K – – –
TNBTD
849
Trustmark National Bank Trust Department
Mississippi
$228K – – –
FIM
850
Fernwood Investment Management
Massachusetts
$228K +$2.88K +36 +1%
32 33
34
35 36