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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
926
Sax Wealth Advisors
New Jersey
$306K -$10.3K -130 -3%
AWC
927
Abundance Wealth Counselors
Pennsylvania
$303K – – –
CAL
928
Capital Analysts LLC
Pennsylvania
$303K +$158 +2 +0.1%
GWMR
929
GC Wealth Management RIA
Massachusetts
$303K – – –
PCM
930
Poehling Capital Management
Wisconsin
$302K +$40.6K +512 +17%
AEPWM
931
Atlantic Edge Private Wealth Management
Florida
$302K – – –
DSN
932
D. Scott Neal
Kentucky
$299K – – –
ATC
933
Adirondack Trust Company
New York
$299K – – –
PIFP
934
Partners in Financial Planning
Virginia
$298K +$555 +7 +0.2%
VFG
935
Victory Financial Group
Texas
$298K – – –
FDCDDQ
936
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$32.1K +405 +13%
MGWM
937
Marks Group Wealth Management
Minnesota
$296K +$713 +9 +0.3%
TDWM
938
Topel & Distasi Wealth Management
California
$295K -$18.9K -238 -6%
PBF
939
Petix & Botte Financial
California
$295K +$278K +3,514 New
CFS
940
CRA Financial Services
New Jersey
$293K -$6.74K -85 -2%
WIA
941
World Investment Advisors
California
$293K -$381K -4,807 -58%
BCAM
942
Boston Common Asset Management
Massachusetts
$290K – – –
BGAI
943
Bruce G. Allen Investments
Colorado
$289K +$713 +9 +0.3%
TRIA
944
Trail Ridge Investment Advisors
Colorado
$289K – – –
VAS
945
Vestmark Advisory Solutions
Massachusetts
$288K -$77.9K -983 -22%
APW
946
Acima Private Wealth
Virginia
$286K – – –
VFPW
947
Vantage Financial Partners (Wisconsin)
Wisconsin
$286K -$9.59K -121 -3%
TIM
948
Tortoise Investment Management
New York
$286K – – –
RTC
949
Riverview Trust Company
Washington
$285K – – –
WW
950
Waterfront Wealth
Kansas
$284K – – –
36 37
38
39 40