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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
876
Truepoint Inc
Ohio
$267K -$77.5K -1,150 -23%
CWP
877
Cyndeo Wealth Partners
Florida
$266K +$266K +3,938 New
WLPWM
878
Walled Lake Planning & Wealth Management
Illinois
$265K -$7.42K -110 -3%
DIA
879
Dana Investment Advisors
Wisconsin
$264K +$12.1K +180 +5%
BLC
880
Brown, Lisle/Cummings
Rhode Island
$261K – – –
CAM
881
CPA Asset Management
Florida
$261K +$261K +3,865 New
CCA
882
Checchi Capital Advisers
California
$261K – – –
CW
883
CreativeOne Wealth
Kansas
$258K -$9.1K -135 -3%
PPW
884
PACK Private Wealth
Minnesota
$258K – – –
RA
885
RFG Advisory
Alabama
$258K -$51.7K -767 -18%
CWM
886
Congress Wealth Management
Massachusetts
$257K +$8.5K +126 +3%
PTP
887
Platform Technology Partners
New York
$256K – – –
BAAM
888
Baker Avenue Asset Management
California
$256K +$1.21K +18 +0.5%
CFS
889
CRA Financial Services
New Jersey
$256K +$24.5K +364 +11%
OHWP
890
Oak Harbor Wealth Partners
North Carolina
$256K -$12.5K -185 -5%
AWC
891
Abundance Wealth Counselors
Pennsylvania
$255K +$12.3K +183 +5%
LWMNY
892
Landmark Wealth Management (New York)
New York
$253K +$337 +5 +0.1%
HCM
893
Howland Capital Management
Massachusetts
$253K -$53.9K -800 -18%
FFG
894
Frisch Financial Group
New York
$249K +$742 +11 +0.3%
TDWM
895
Topel & Distasi Wealth Management
California
$249K – – –
UCB
896
United Community Bank
South Carolina
$248K – – –
FEG
897
Fund Evaluation Group
Ohio
$248K +$248K +3,681 New
AFP
898
Advus Financial Partners
Florida
$247K -$22.7K -337 -8%
NW
899
NewEdge Wealth
Pennsylvania
$247K -$451K -6,683 -65%
VC
900
Vicus Capital
Pennsylvania
$246K +$16.5K +244 +7%
34 35
36
37 38