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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
926
HM Payson & Co
Maine
$237K +$46.2K +600 +25%
OWA
927
Octavia Wealth Advisors
Ohio
$237K +$234K +3,039 New
1IA
928
1834 Investment Advisors
Wisconsin
$236K – – –
WCG
929
Weaver Consulting Group
California
$236K – – –
JWM
930
JGP Wealth Management
Oregon
$235K -$3.23K -42 -1%
DFA
931
DHJJ Financial Advisors
Illinois
$235K – – –
TA
932
TruWealth Advisors
Louisiana
$235K – – –
IWP
933
Icon Wealth Partners
Texas
$235K +$232K +3,017 New
EA
934
Eclectic Associates
California
$234K – – –
PCTC
935
Perkins Coie Trust Company
Washington
$234K +$13.1K +170 +6%
BC
936
Burney Company
Virginia
$233K -$462 -6 -0.2%
AHB
937
Abner Herrman & Brock
New Jersey
$233K – – –
PCM
938
Pointe Capital Management
Michigan
$233K – – –
VBWMG
939
Von Berge Wealth Management Group
California
$233K +$11.5K +149 +5%
MFG
940
Magnus Financial Group
New York
$233K +$25.3K +329 +12%
GWM
941
GSB Wealth Management
Connecticut
$232K +$229K +2,975 New
MIFH
942
Migdal Insurance & Financial Holdings
Israel
$231K – – –
T
943
TCWP
Ohio
$230K -$4.08K -53 -2%
FBT
944
First Bank & Trust
South Dakota
$230K – – –
RHP
945
Royal Harbor Partners
Texas
$230K – – –
GIA
946
GHP Investment Advisors
Colorado
$230K +$539 +7 +0.2%
IIA
947
Integral Investment Advisors
California
$230K +$227K +2,944 New
CPA
948
Cardiff Park Advisors
California
$228K – – –
FIM
949
Fernwood Investment Management
Massachusetts
$228K – – –
TNBTD
950
Trustmark National Bank Trust Department
Mississippi
$228K – – –
36 37
38
39 40