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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
901
Everhart Financial Group
Ohio
$316K +$289K +4,063 New
HCA
902
Heck Capital Advisors
Wisconsin
$315K – – –
BFO
903
Biltmore Family Office
North Carolina
$311K – – –
PAM
904
Peak Asset Management
Colorado
$309K -$92K -1,295 -25%
CBOR
905
Community Bank of Raymore
Missouri
$305K – – –
APW
906
Aurora Private Wealth
New Jersey
$305K +$1.42K +20 +0.5%
CAM
907
CPA Asset Management
Florida
$303K – – –
MFA
908
McClarren Financial Advisors
Pennsylvania
$302K -$59.7K -841 -18%
KFP
909
KMG Fiduciary Partners
Ohio
$302K +$355 +5 +0.1%
FG
910
Fairman Group
Pennsylvania
$301K +$275K +3,868 New
BWA
911
Bordeaux Wealth Advisors
California
$301K +$275K +3,866 New
FDDB
912
Fidelity D&D Bancorp
Pennsylvania
$300K -$43.2K -608 -14%
NC
913
NBW Capital
Massachusetts
$298K +$272K +3,835 New
LWA
914
LWS Wealth Advisors
New Jersey
$298K -$5.9K -83 -2%
UL
915
Unionview LLC
Washington
$298K +$2.2K +31 +0.8%
PPW
916
PACK Private Wealth
Minnesota
$297K – – –
FA
917
Financial Alternatives
California
$296K – – –
VFG
918
V2 Financial group
Illinois
$295K – – –
EWM
919
Evermay Wealth Management
Virginia
$294K – – –
WCM
920
Winthrop Capital Management
Indiana
$294K +$268K +3,776 New
MFG
921
Merit Financial Group
Georgia
$293K +$41.6K +585 +18%
SWA
922
Sax Wealth Advisors
New Jersey
$293K – – –
TDWM
923
Topel & Distasi Wealth Management
California
$292K – – –
OBWP
924
O'Brien Wealth Partners
Massachusetts
$292K +$12.5K +176 +5%
GSIS
925
Global Strategic Investment Solutions
Arizona
$289K -$36.1K -508 -12%
35 36
37
38 39