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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
901
Boston Financial Management
Massachusetts
$264K +$23K +280 +10%
BP
902
BBR Partners
New York
$264K +$261K +3,175 New
CMP
903
Courage Miller Partners
Virginia
$263K – – –
FAM
904
Formidable Asset Management
Ohio
$262K – – –
TAM
905
Tocqueville Asset Management
New York
$262K +$259K +3,161 New
BAM
906
Barrett Asset Management
New York
$259K -$239K -2,908 -48%
SC
907
Scotia Capital
Ontario, Canada
$259K -$3.2K -39 -1%
EA
908
Emerald Advisors
Washington
$259K – – –
RWM
909
Rockwood Wealth Management
Pennsylvania
$258K +$255K +3,103 New
TAM
910
Townsend Asset Management
North Carolina
$257K +$821 +10 +0.3%
FBA
911
Front Barnett Associates
Illinois
$256K – – –
HCP
912
Holt Capital Partners
Texas
$256K – – –
TF
913
TimeScale Financial
Massachusetts
$256K +$1.72K +21 +0.7%
EWP
914
Engrave Wealth Partners
Texas
$255K – – –
MSFS
915
Main Street Financial Solutions
Pennsylvania
$255K – – –
PCM
916
Poehling Capital Management
Wisconsin
$255K – – –
KFGK
917
Keystone Financial Group (Kentucky)
Kentucky
$255K +$1.64K +20 +0.7%
PIFP
918
Partners in Financial Planning
Virginia
$255K +$657 +8 +0.2%
1IA
919
1834 Investment Advisors
Wisconsin
$251K – – –
WCG
920
Weaver Consulting Group
California
$251K – – –
CG
921
Cutler Group
California
$251K +$249K +3,032 New
TA
922
TruWealth Advisors
Louisiana
$250K – – –
JWM
923
JGP Wealth Management
Oregon
$250K +$3.45K +42 +1%
T
924
TCWP
Ohio
$250K +$247K +3,013 New
DFA
925
DHJJ Financial Advisors
Illinois
$249K – – –
35 36
37
38 39