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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
876
Mission Creek Capital Partners
California
$224K +$248K +3,600 New
CW
877
Connectus Wealth
Ohio
$223K -$413 -6 -0.2%
ATC
878
Adirondack Trust Company
New York
$222K +$8.6K +125 +4%
MPW
879
Monterey Private Wealth
California
$222K +$244K +3,542 New
FPCG
880
Fort Pitt Capital Group
Pennsylvania
$220K -$14.9K -216 -6%
LAS
881
LWM Advisory Services
Florida
$218K +$344 +5 +0.1%
WW
882
Waterfront Wealth
Kansas
$217K – – –
JIC
883
Joel Isaacson & Co
New York
$215K -$206K -2,994 -46%
GGS
884
Galvin Gaustad & Stein
Arizona
$215K -$52.9K -769 -18%
GIA
885
Guyasuta Investment Advisors
Pennsylvania
$214K – – –
CP
886
Covenant Partners
Tennessee
$213K – – –
CFS
887
CRA Financial Services
New Jersey
$213K – – –
OWA
888
Octavia Wealth Advisors
Ohio
$212K – – –
TIM
889
Tortoise Investment Management
New York
$211K – – –
VC
890
Vicus Capital
Pennsylvania
$211K +$138 +2 +0.1%
OWA
891
Opal Wealth Advisors
New York
$210K -$29.4K -427 -11%
FAM
892
Formidable Asset Management
Ohio
$210K – – –
ORC
893
O'Rourke & Company
Massachusetts
$209K – – –
VBWMG
894
Von Berge Wealth Management Group
California
$209K – – –
PCMC
895
Private Capital Management (Colorado)
Colorado
$207K -$53K -770 -19%
LIA
896
LBMC Investment Advisors
Tennessee
$207K – – –
SA
897
Shilanski & Associates
Alaska
$207K +$229K +3,331 New
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$205K -$22.1K -321 -9%
EBT
899
Enterprise Bank & Trust
Massachusetts
$205K – – –
PMG
900
ProVise Management Group
Florida
$202K -$12.2K -177 -5%
34 35
36
37 38