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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
876
Rose Capital Advisors
Florida
$638K +$608K +5,784 New
I
877
INVST
Indiana
$638K +$68K +647 +13%
VAG
878
VisionPoint Advisory Group
Texas
$635K -$76.5K -727 -11%
LSPW
879
Lake Street Private Wealth
Illinois
$634K +$44.2K +420 +8%
FDCDDQ
880
Federation des caisses Desjardins du Quebec
Quebec, Canada
$634K – – –
BFA
881
Ballast Financial Advisors
Pennsylvania
$632K +$17.8K +169 +3%
HCM
882
Hollencrest Capital Management
California
$632K – – –
CW
883
Cedarwood Wealth
Colorado
$630K – – –
PAM
884
Palisade Asset Management
Minnesota
$629K +$105 +1 +0%
AMBIA
885
Allen Mooney & Barnes Investment Advisors
Georgia
$624K -$27.2K -259 -4%
USB
886
Union Savings Bank
Connecticut
$623K – – –
DAS
887
Dynamic Advisor Solutions
Arizona
$623K -$2.94K -28 -0.5%
NP
888
Nilsine Partners
Colorado
$622K +$62.6K +595 +12%
AFP
889
Alpha Financial Partners
Kentucky
$617K +$1.58K +15 +0.3%
WP
890
Westmount Partners
California
$614K -$526 -5 -0.1%
ET
891
Equitable Trust
Tennessee
$610K – – –
FDCP
892
Foster Dykema Cabot & Partners
Massachusetts
$608K – – –
MIM
893
Macroview Investment Management
Maryland
$607K -$10.4K -99 -2%
TFM
894
TFC Financial Management
Massachusetts
$606K – – –
FCM
895
Fourpath Capital Management
Oklahoma
$603K – – –
LC
896
Lawood & Co
Pennsylvania
$602K -$53.2K -506 -8%
CTA
897
Colonial Trust Advisors
South Carolina
$601K +$23K +219 +4%
WRPWM
898
Werba Rubin Papier Wealth Management
California
$601K +$210 +2 +0%
IF
899
Intrua Financial
Texas
$599K -$17.2K -164 -3%
RFA
900
Register Financial Advisors
Georgia
$598K +$44.6K +424 +8%
34 35
36
37 38