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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
926
Flagship Private Wealth
Massachusetts
$390K +$1.45K +16 +0.4%
HCM
927
HMS Capital Management
Tennessee
$388K – – –
NIM
928
Northeast Investment Management
Massachusetts
$388K – – –
MIM
929
MTM Investment Management
South Carolina
$388K -$6.9K -76 -2%
DAS
930
Diversify Advisory Services
Utah
$387K +$401K +4,416 New
CF
931
Centaurus Financial
California
$387K +$80K +881 +25%
PA
932
PFG Advisors
Arizona
$387K -$12.3K -136 -3%
GSWM
933
Golden State Wealth Management
California
$387K +$397K +4,375 New
GPA
934
Guidance Point Advisors
Massachusetts
$387K +$363 +4 +0.1%
WCF
935
West Coast Financial
California
$386K – – –
MAM
936
MWA Asset Management
Massachusetts
$386K +$4.54K +50 +1%
HPC
937
HM Payson & Co
Maine
$385K -$54.5K -600 -12%
PCA
938
Peddock Capital Advisors
Massachusetts
$384K +$4.36K +48 +1%
OL
939
Optas LLC
Texas
$384K – – –
EA
940
Eclectic Associates
California
$383K +$121K +1,334 +44%
WCWM
941
Willow Creek Wealth Management
California
$381K +$3K +33 +0.8%
BFG
942
Bouchey Financial Group
New York
$380K +$6.63K +73 +2%
QPW
943
Quantum Private Wealth
Florida
$379K – – –
PPW
944
Parcion Private Wealth
Washington
$379K +$389K +4,288 New
GKIM
945
GW&K Investment Management
Massachusetts
$378K +$136K +1,494 +54%
FAG
946
Fortitude Advisory Group
Washington
$378K – – –
KWA
947
Kingswood Wealth Advisors
California
$378K +$111K +1,228 +40%
MCI
948
MRP Capital Investments
Georgia
$378K +$154K +1,700 +66%
LWMM
949
Legacy Wealth Management (Mississippi)
Mississippi
$377K -$405K -4,462 -51%
CBOR
950
Community Bank of Raymore
Missouri
$374K – – –
36 37
38
39 40