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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Poehling Capital Management
Wisconsin
$241K – – –
TAM
827
Townsend Asset Management
North Carolina
$241K – – –
TF
828
TimeScale Financial
Massachusetts
$240K -$12.7K -159 -5%
EWP
829
Engrave Wealth Partners
Texas
$240K – – –
MSFS
830
Main Street Financial Solutions
Pennsylvania
$240K – – –
KFGK
831
Keystone Financial Group (Kentucky)
Kentucky
$239K +$245K +3,057 New
JWM
832
JGP Wealth Management
Oregon
$238K – – –
1IA
833
1834 Investment Advisors
Wisconsin
$237K – – –
WCG
834
Weaver Consulting Group
California
$237K – – –
HCC
835
Hirtle Callaghan & Co
Pennsylvania
$237K +$243K +3,035 New
SWRP
836
Summit Wealth & Retirement Planning
California
$236K – – –
TA
837
TruWealth Advisors
Louisiana
$236K – – –
BZWA
838
Blue Zone Wealth Advisors
California
$236K +$242K +3,015 New
DFA
839
DHJJ Financial Advisors
Illinois
$235K – – –
EA
840
Eclectic Associates
California
$235K – – –
PCM
841
Pointe Capital Management
Michigan
$233K – – –
MIFH
842
Migdal Insurance & Financial Holdings
Israel
$232K +$237K +2,960 New
CCP
843
Cardan Capital Partners
Colorado
$231K – – –
RHP
844
Royal Harbor Partners
Texas
$231K – – –
FBT
845
First Bank & Trust
South Dakota
$230K – – –
GIA
846
GHP Investment Advisors
Colorado
$228K – – –
TNBTD
847
Trustmark National Bank Trust Department
Mississippi
$228K – – –
FIM
848
Fernwood Investment Management
Massachusetts
$228K +$2.88K +36 +1%
BFM
849
Boston Financial Management
Massachusetts
$227K – – –
KPWS
850
Kestra Private Wealth Services
Texas
$227K +$232K +2,902 New
32 33
34
35 36