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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Cyndeo Wealth Partners
Florida
$266K +$266K +3,938 New
WLPWM
877
Walled Lake Planning & Wealth Management
Illinois
$265K -$7.42K -110 -3%
DIA
878
Dana Investment Advisors
Wisconsin
$264K +$12.1K +180 +5%
BLC
879
Brown, Lisle/Cummings
Rhode Island
$261K – – –
CAM
880
CPA Asset Management
Florida
$261K +$261K +3,865 New
CCA
881
Checchi Capital Advisers
California
$261K – – –
CW
882
CreativeOne Wealth
Kansas
$258K -$9.1K -135 -3%
PPW
883
PACK Private Wealth
Minnesota
$258K – – –
RA
884
RFG Advisory
Alabama
$258K -$51.7K -767 -18%
CWM
885
Congress Wealth Management
Massachusetts
$257K +$8.5K +126 +3%
PTP
886
Platform Technology Partners
New York
$256K – – –
BAAM
887
Baker Avenue Asset Management
California
$256K +$1.21K +18 +0.5%
CFS
888
CRA Financial Services
New Jersey
$256K +$24.5K +364 +11%
OHWP
889
Oak Harbor Wealth Partners
North Carolina
$256K -$12.5K -185 -5%
AWC
890
Abundance Wealth Counselors
Pennsylvania
$255K +$12.3K +183 +5%
LWMNY
891
Landmark Wealth Management (New York)
New York
$253K +$337 +5 +0.1%
HCM
892
Howland Capital Management
Massachusetts
$253K -$53.9K -800 -18%
FFG
893
Frisch Financial Group
New York
$249K +$742 +11 +0.3%
TDWM
894
Topel & Distasi Wealth Management
California
$249K – – –
UCB
895
United Community Bank
South Carolina
$248K – – –
FEG
896
Fund Evaluation Group
Ohio
$248K +$248K +3,681 New
NW
897
NewEdge Wealth
Pennsylvania
$247K -$451K -6,683 -65%
VC
898
Vicus Capital
Pennsylvania
$246K +$16.5K +244 +7%
OA
899
Oxbow Advisors
Texas
$244K – – –
FCH
900
Freestone Capital Holdings
Washington
$243K – – –
34 35
36
37 38