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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
826
Triad Wealth Partners
Kansas
$644K -$131K -1,311 -17%
SWM
827
SilverOak Wealth Management
Minnesota
$643K – – –
BPC
828
Bearing Point Capital
Minnesota
$642K – – –
OPCM
829
Osborne Partners Capital Management
California
$642K – – –
VIA
830
Vickerman Investment Advisors
Washington
$635K +$71.9K +720 +12%
CF
831
Centaurus Financial
California
$634K -$8.29K -83 -1%
CWM
832
Cordatus Wealth Management
Pennsylvania
$633K – – –
MWM
833
McNaughton Wealth Management
California
$632K – – –
VAG
834
VisionPoint Advisory Group
Texas
$630K +$127K +1,275 +25%
CWP
835
Curated Wealth Partners
California
$628K – – –
SCTC
836
Sanibel Captiva Trust Company
Florida
$627K – – –
SWM
837
Segment Wealth Management
Texas
$627K – – –
ABC
838
Associated Banc-Corp
Wisconsin
$622K +$214K +2,143 +50%
PP
839
Postrock Partners
Oregon
$620K – – –
RZH
840
Relyea Zuckerberg Hanson
Connecticut
$620K +$899 +9 +0.1%
FNT
841
First Nebraska Trust
Nebraska
$611K +$23.5K +235 +4%
AWP
842
Axis Wealth Partners
Rhode Island
$611K +$10.8K +108 +2%
BSB
843
Bangor Savings Bank
Maine
$610K – – –
QWP
844
Quotient Wealth Partners
Texas
$609K +$626K +6,268 New
GLA
845
Great Lakes Advisors
Illinois
$609K -$795K -7,957 -56%
FWI
846
Facet Wealth Inc
Maryland
$606K -$43.3K -433 -6%
CA
847
CoreCap Advisors
Michigan
$603K -$9.29K -93 -1%
AA
848
Alesco Advisors
New York
$603K – – –
VFIC
849
Valley Forge Investment Consultants
Pennsylvania
$602K – – –
WWP
850
Wise Wealth Partners
Arizona
$600K – – –
32 33
34
35 36