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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
851
Biltmore Family Office
North Carolina
$259K – – –
CCM
852
Colorado Capital Management
Colorado
$259K – – –
ST
853
Sentinel Trust
Texas
$259K – – –
TFA
854
TPG Financial Advisors
Oregon
$259K – – –
AFP
855
Advus Financial Partners
Florida
$259K – – –
DIA
856
Dana Investment Advisors
Wisconsin
$253K -$357K -5,009 -56%
NIM
857
Northeast Investment Management
Massachusetts
$252K – – –
WLPWM
858
Walled Lake Planning & Wealth Management
Illinois
$251K +$39K +548 +16%
BLC
859
Brown, Lisle/Cummings
Rhode Island
$251K – – –
PCM
860
Passive Capital Management
Maryland
$250K – – –
OHWP
861
Oak Harbor Wealth Partners
North Carolina
$250K +$4.63K +65 +2%
BFM
862
Boston Financial Management
Massachusetts
$249K +$47.5K +667 +21%
IF
863
Ironwood Financial
Arizona
$248K +$42.9K +602 +19%
APP
864
Avantax Planning Partners
Iowa
$247K -$39.4K -554 -13%
FFG
865
Frisch Financial Group
New York
$247K -$4.63K -65 -2%
PPW
866
PACK Private Wealth
Minnesota
$247K – – –
TI
867
Trexquant Investment
Connecticut
$246K +$271K +3,806 New
OWA
868
Opal Wealth Advisors
New York
$246K +$271K +3,810 New
CIC
869
Carnegie Investment Counsel
Ohio
$243K -$81.9K -1,150 -23%
FPCG
870
Fort Pitt Capital Group
Pennsylvania
$242K -$22.4K -314 -8%
OMIC
871
Old Mission Investment Co
Michigan
$242K +$39.2K +550 +17%
TDWM
872
Topel & Distasi Wealth Management
California
$241K -$641 -9 -0.2%
PFC
873
Phocas Financial Corp
California
$241K – – –
CWMGP
874
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$241K +$854 +12 +0.3%
ACM
875
AlphaStar Capital Management
North Carolina
$240K -$2.49K -35 -0.9%
33 34
35
36 37