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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
926
Wedgewood Investors
Pennsylvania
$353K -$26K -309 -7%
PWA
927
Phoenix Wealth Advisors
North Carolina
$353K -$143K -1,700 -30%
KFP
928
KMG Fiduciary Partners
Ohio
$352K +$1.43K +17 +0.4%
BWP
929
Bernardo Wealth Planning
Pennsylvania
$351K -$18.6K -221 -5%
SPC
930
Spirepoint Private Client
Florida
$350K – – –
PWA
931
Prairie Wealth Advisors
Nebraska
$349K – – –
FDCDDQ
932
Federation des caisses Desjardins du Quebec
Quebec, Canada
$347K -$5.9K -70 -2%
FNA
933
First National Advisers
Nebraska
$344K – – –
VNA
934
Valley National Advisers
Pennsylvania
$342K – – –
UL
935
Unionview LLC
Washington
$340K +$1.26K +15 +0.4%
WW
936
Waterfront Wealth
Kansas
$340K +$24.1K +286 +8%
AFTS
937
American Financial & Tax Strategies
New York
$340K -$61.3K -727 -16%
AF
938
Advisornet Financial
Minnesota
$338K +$70.6K +838 +28%
TC
939
TownSquare Capital
Utah
$337K +$69.8K +829 +28%
PPW
940
PACK Private Wealth
Minnesota
$337K – – –
FA
941
Financial Alternatives
California
$336K – – –
MFA
942
McClarren Financial Advisors
Pennsylvania
$336K -$6.24K -74 -46%
CAM
943
CPA Asset Management
Florida
$336K -$7.33K -87 -2%
VFG
944
V2 Financial group
Illinois
$335K – – –
EWM
945
Evermay Wealth Management
Virginia
$334K – – –
HL
946
HeadInvest LLC
Maine
$330K +$316K +3,749 New
SWA
947
Sax Wealth Advisors
New Jersey
$330K – – –
SPWG
948
Sage Private Wealth Group
Illinois
$330K -$53.2K -632 -14%
MMPW
949
Mitchell McLeod Pugh & Williams
Alabama
$328K -$30.2K -358 -9%
ICM
950
IMS Capital Management
Oregon
$326K – – –
36 37
38
39 40