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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
901
Ferguson Wellman Capital Management
Oregon
$254K +$250K +3,249 New
IF
902
Ironwood Financial
Arizona
$253K -$3.23K -42 -1%
EFG
903
Everhart Financial Group
Ohio
$250K -$17.9K -232 -7%
WW
904
Waterfront Wealth
Kansas
$249K -$52K -676 -17%
RVPG
905
Relative Value Partners Group
$249K +$246K +3,197 New
OMIC
906
Old Mission Investment Co
Michigan
$249K – – –
BFM
907
Boston Financial Management
Massachusetts
$248K – – –
CMP
908
Courage Miller Partners
Virginia
$248K – – –
FAM
909
Formidable Asset Management
Ohio
$247K – – –
WS
910
Wedbush Securities
California
$246K -$57.2K -743 -19%
DHGWA
911
Dixon Hughes Goodman Wealth Advisors
North Carolina
$245K -$12.3K -160 -5%
AWM
912
Axxcess Wealth Management
California
$245K +$43.1K +560 +22%
AIM
913
Aspen Investment Management
Michigan
$244K -$3.85K -50 -2%
PP
914
Palladium Partners
Virginia
$243K -$50.3K -654 -17%
EA
915
Emerald Advisors
Washington
$243K – – –
TAM
916
Townsend Asset Management
North Carolina
$242K +$385 +5 +0.2%
MSFS
917
Main Street Financial Solutions
Pennsylvania
$242K +$2.62K +34 +1%
HCP
918
Holt Capital Partners
Texas
$241K – – –
PSF
919
Pacific Sun Financial
California
$241K +$7.31K +95 +3%
M
920
MOTCO
Texas
$241K +$26.6K +346 +13%
FBA
921
Front Barnett Associates
Illinois
$240K – – –
PCM
922
Poehling Capital Management
Wisconsin
$240K – – –
HCM
923
Hilton Capital Management
New York
$240K +$237K +3,081 New
EWP
924
Engrave Wealth Partners
Texas
$239K – – –
KWM
925
Kolinsky Wealth Management
New Jersey
$239K +$236K +3,062 New
35 36
37
38 39