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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
901
ProVise Management Group
Florida
$202K -$12.2K -177 -5%
LI
902
LVZ Inc
Michigan
$202K – – –
TA
903
TFG Advisers
Michigan
$202K +$963 +14 +0.4%
AWA
904
Amplius Wealth Advisors
Pennsylvania
$202K +$224K +3,258 New
MCM
905
Morton Capital Management
California
$200K – – –
EFG
906
Everhart Financial Group
Ohio
$200K +$1.38K +20 +0.6%
TAM
907
Townsend Asset Management
North Carolina
$193K – – –
TF
908
TimeScale Financial
Massachusetts
$190K -$69 -1 -0%
HPC
909
HM Payson & Co
Maine
$188K – – –
GIA
910
GHP Investment Advisors
Colorado
$184K – – –
MIFH
911
Migdal Insurance & Financial Holdings
Israel
$184K – – –
HBT
912
Hills Bank & Trust
Iowa
$184K +$203K +2,957 New
HWM
913
Horizons Wealth Management
North Carolina
$180K – – –
MIM
914
MTM Investment Management
South Carolina
$175K – – –
PCTC
915
Perkins Coie Trust Company
Washington
$174K -$1.65K -24 -0.8%
TH
916
TCTC Holdings
Texas
$174K – – –
BL
917
Balentine LLC
Georgia
$171K +$189K +2,753 New
FRA
918
Front Row Advisors
California
$170K -$10.3K -150 -5%
HWM
919
HighMark Wealth Management
Minnesota
$169K – – –
CPA
920
Cardiff Park Advisors
California
$168K – – –
HCM
921
Hillman Capital Management
Maryland
$167K +$5.85K +85 +3%
CAL
922
Capital Analysts LLC
Pennsylvania
$164K +$116K +1,680 +176%
IWA
923
Icon Wealth Advisors
Texas
$164K +$181K +2,633 New
AWM
924
Avior Wealth Management
Nebraska
$160K -$837K -12,166 -83%
SBL
925
Sargent Bickham Lagudis
Colorado
$157K +$206 +3 +0.1%
35 36
37
38 39