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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
VPW
851
Vaquero Private Wealth
Texas
$683K +$651K +6,192 New
VFIC
852
Valley Forge Investment Consultants
Pennsylvania
$683K – – –
GLA
853
Great Lakes Advisors
Illinois
$683K -$7.99K -76 -1%
WWP
854
Wise Wealth Partners
Arizona
$681K – – –
RWM
855
Reston Wealth Management
Virginia
$678K +$1.58K +15 +0.2%
TCOTS
856
Trust Company of the South
North Carolina
$678K – – –
CWP
857
Cyndeo Wealth Partners
Florida
$678K +$9.36K +89 +1%
CCFCSB
858
Cape Cod Five Cents Savings Bank
Massachusetts
$676K +$644K +6,124 New
BCM
859
Brookstone Capital Management
Illinois
$675K -$157K -1,493 -20%
FFM
860
Forum Financial Management
Illinois
$673K – – –
RT
861
Rockland Trust
Massachusetts
$671K – – –
FWI
862
Facet Wealth Inc
Maryland
$666K -$20.3K -193 -3%
TNB
863
Thomasville National Bank
Georgia
$663K +$632K +6,009 New
FCH
864
Freestone Capital Holdings
Washington
$661K -$100K -955 -14%
IA
865
IFG Advisory
Georgia
$660K +$629K +5,980 New
EIA
866
Edgemoor Investment Advisors
Maryland
$658K – – –
BMC
867
Bear Mountain Capital
Washington
$656K -$69.1K -657 -10%
PWA
868
Prairie Wealth Advisors
Nebraska
$655K – – –
RCM
869
Richardson Capital Management
Wisconsin
$654K -$3.58K -34 -0.6%
CA
870
CoreCap Advisors
Michigan
$652K -$31.1K -296 -5%
AFG
871
Allegheny Financial Group
Pennsylvania
$652K +$21.8K +207 +4%
AWA
872
AmeriServ Wealth Advisors
Pennsylvania
$650K -$142K -1,347 -19%
FFC
873
First Financial Corp
Indiana
$650K – – –
PB
874
Pinnacle Bancorp
Nebraska
$649K – – –
UB
875
Umpqua Bank
Oregon
$644K +$614K +5,838 New
33 34
35
36 37