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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
851
KMG Fiduciary Partners
Ohio
$289K +$1.34K +19 +0.5%
APP
852
Avantax Planning Partners
Iowa
$286K -$16.3K -231 -5%
APW
853
Aurora Private Wealth
New Jersey
$285K +$635 +9 +0.2%
CBOR
854
Community Bank of Raymore
Missouri
$283K – – –
BFG
855
Bouchey Financial Group
New York
$282K – – –
AAMC
856
Asset Allocation & Management Company
Illinois
$280K – – –
CGFA
857
Colton Groome Financial Advisors
North Carolina
$280K +$283K +4,001 New
BFO
858
Biltmore Family Office
North Carolina
$280K – – –
TWM
859
Tanager Wealth Management
United Kingdom
$280K +$282K +3,999 New
TI
860
Truepoint Inc
Ohio
$276K – – –
HT
861
HighTower Trust
Texas
$274K – – –
DIA
862
Dana Investment Advisors
Wisconsin
$274K – – –
LWA
863
LWS Wealth Advisors
New Jersey
$272K -$44.7K -633 -14%
CW
864
CreativeOne Wealth
Kansas
$270K +$2.82K +40 +1%
SFO
865
Stokes Family Office
Louisiana
$270K +$272K +3,855 New
PPW
866
PACK Private Wealth
Minnesota
$267K – – –
CWM
867
Congress Wealth Management
Massachusetts
$266K – – –
PTP
868
Platform Technology Partners
New York
$266K – – –
UL
869
Unionview LLC
Washington
$265K +$34.4K +487 +15%
EWM
870
Evermay Wealth Management
Virginia
$265K -$19.6K -277 -7%
FFA
871
Founders Financial Alliance
North Carolina
$264K -$142K -2,013 -35%
LWMNY
872
Landmark Wealth Management (New York)
New York
$263K +$353 +5 +0.1%
NP
873
NorthRock Partners
Minnesota
$262K -$17.4K -247 -6%
PPC
874
Park Place Capital
Alabama
$260K -$71.5K -1,012 -21%
TDWM
875
Topel & Distasi Wealth Management
California
$259K +$1.7K +24 +0.7%
33 34
35
36 37