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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
901
Horizons Wealth Management
North Carolina
$214K +$206K +2,891 New
EBT
902
Enterprise Bank & Trust
Massachusetts
$213K – – –
BAM
903
Belpointe Asset Management
Nevada
$212K -$120K -1,684 -34%
FAM
904
Formidable Asset Management
Ohio
$212K – – –
LI
905
LVZ Inc
Michigan
$210K -$65.6K -921 -22%
TA
906
TFG Advisers
Michigan
$209K -$5.77K -81 -2%
AWA
907
Arete Wealth Advisors
Illinois
$209K +$230K +3,227 New
MCM
908
Morton Capital Management
California
$208K -$191K -2,680 -45%
WW
909
Waterfront Wealth
Kansas
$208K – – –
RZH
910
Relyea Zuckerberg Hanson
Connecticut
$207K -$51.7K -726 -18%
FTC
911
Farmers Trust Company
Ohio
$207K -$14K -197 -6%
EFG
912
Everhart Financial Group
Ohio
$207K – – –
DDC
913
DF Dent & Co
Maryland
$206K -$93.5K -1,313 -29%
CMP
914
Courage Miller Partners
Virginia
$205K – – –
OAM
915
Oak Asset Management
California
$205K +$226K +3,174 New
OMC
916
Old Mission Capital
Illinois
$203K -$1.35M -18,994 -86%
FPAS
917
Focus Partners Advisor Solutions
Missouri
$203K -$305K -4,279 -58%
AWM
918
Axxcess Wealth Management
California
$203K – – –
KWM
919
Kolinsky Wealth Management
New Jersey
$203K +$5.98K +84 +3%
WCWM
920
Wooster Corthell Wealth Management
Connecticut
$203K +$223K +3,135 New
EA
921
Emerald Advisors
Washington
$202K – – –
TAM
922
Townsend Asset Management
North Carolina
$201K +$356 +5 +0.2%
M
923
MOTCO
Texas
$200K – – –
PSF
924
Pacific Sun Financial
California
$200K +$712 +10 +0.3%
TF
925
TimeScale Financial
Massachusetts
$197K +$712 +10 +0.3%
35 36
37
38 39