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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
OMIC
856
Old Mission Investment Co
Michigan
$284K -$72.2K -990 -19%
MMPW
857
Mitchell McLeod Pugh & Williams
Alabama
$284K -$44.6K -612 -13%
CWP
858
Cyndeo Wealth Partners
Florida
$282K -$3.79K -52 -1%
KWA
859
Kingswood Wealth Advisors
California
$281K +$296K +4,062 New
HCA
860
Heck Capital Advisors
Wisconsin
$280K +$292K +4,000 +8,511%
BAAM
861
Baker Avenue Asset Management
California
$280K +$16K +220 +6%
KCPG
862
Kavar Capital Partners Group
Kansas
$279K -$9.85K -135 -3%
BFO
863
Biltmore Family Office
North Carolina
$278K – – –
GF
864
Gries Financial
Ohio
$278K +$293K +4,016 New
NP
865
Nilsine Partners
Colorado
$278K +$293K +4,013 New
MFG
866
Monte Financial Group
Connecticut
$276K -$45.2K -620 -13%
TI
867
Truepoint Inc
Ohio
$274K – – –
TC
868
Trust Company
Kansas
$273K -$11.7K -161 -4%
CBOR
869
Community Bank of Raymore
Missouri
$272K -$2.77K -38 -1%
LWA
870
LWS Wealth Advisors
New Jersey
$271K +$1.6K +22 +0.6%
CAM
871
CPA Asset Management
Florida
$270K +$44.1K +604 +18%
APW
872
Aurora Private Wealth
New Jersey
$270K – – –
KFP
873
KMG Fiduciary Partners
Ohio
$269K +$1.82K +25 +0.6%
PCS
874
Personal CFO Solutions
New Jersey
$268K +$282K +3,864 New
FHA
875
Flagship Harbor Advisors
Massachusetts
$267K – – –
33 34
35
36 37