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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
851
MWA Asset Management
Massachusetts
$288K +$303K +4,154 New
HWM
852
Hohimer Wealth Management
Washington
$287K – – –
PCA
853
Peddock Capital Advisors
Massachusetts
$286K – – –
LFS
854
Lutz Financial Services
Nebraska
$285K -$16.1K -221 -5%
QCM
855
QRG Capital Management
Illinois
$285K +$300K +4,114 New
MMPW
856
Mitchell McLeod Pugh & Williams
Alabama
$284K -$44.6K -612 -13%
CWP
857
Cyndeo Wealth Partners
Florida
$282K -$3.79K -52 -1%
KWA
858
Kingswood Wealth Advisors
California
$281K +$296K +4,062 New
HCA
859
Heck Capital Advisors
Wisconsin
$280K +$292K +4,000 +8,511%
BAAM
860
Baker Avenue Asset Management
California
$280K +$16K +220 +6%
KCPG
861
Kavar Capital Partners Group
Kansas
$279K -$9.85K -135 -3%
BFO
862
Biltmore Family Office
North Carolina
$278K – – –
GF
863
Gries Financial
Ohio
$278K +$293K +4,016 New
NP
864
Nilsine Partners
Colorado
$278K +$293K +4,013 New
MFG
865
Monte Financial Group
Connecticut
$276K -$45.2K -620 -13%
TI
866
Truepoint Inc
Ohio
$274K – – –
TC
867
Trust Company
Kansas
$273K -$11.7K -161 -4%
CBOR
868
Community Bank of Raymore
Missouri
$272K -$2.77K -38 -1%
LWA
869
LWS Wealth Advisors
New Jersey
$271K +$1.6K +22 +0.6%
CAM
870
CPA Asset Management
Florida
$270K +$44.1K +604 +18%
APW
871
Aurora Private Wealth
New Jersey
$270K – – –
KFP
872
KMG Fiduciary Partners
Ohio
$269K +$1.82K +25 +0.6%
PCS
873
Personal CFO Solutions
New Jersey
$268K +$282K +3,864 New
FHA
874
Flagship Harbor Advisors
Massachusetts
$267K – – –
CCFM
875
Clear Creek Financial Management
Washington
$267K +$4.16K +57 +1%
33 34
35
36 37