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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
951
Partners in Financial Planning
Virginia
$275K -$7.81K -110 -3%
SGI
952
Summit Global Investments
Utah
$275K +$251K +3,535 New
WW
953
Waterfront Wealth
Kansas
$275K +$13.1K +185 +6%
HB
954
HTLF Bank
Colorado
$274K +$250K +3,525 New
VFPW
955
Vantage Financial Partners (Wisconsin)
Wisconsin
$274K +$250K +3,524 New
OFS
956
Orrstown Financial Services
Pennsylvania
$273K +$249K +3,510 New
MGWM
957
Marks Group Wealth Management
Minnesota
$273K +$249K +3,509 New
IAIM
958
International Assets Investment Management
Florida
$273K +$249K +3,507 New
AA
959
Advisory Alpha
Michigan
$272K -$719K -10,120 -74%
BCAM
960
Boston Common Asset Management
Massachusetts
$268K – – –
TRIA
961
Trail Ridge Investment Advisors
Colorado
$267K – – –
PMG
962
ProVise Management Group
Florida
$267K +$24.9K +351 +11%
BGAI
963
Bruce G. Allen Investments
Colorado
$267K +$244K +3,430 New
JWM
964
JGP Wealth Management
Oregon
$266K +$26.7K +376 +12%
APW
965
Acima Private Wealth
Virginia
$265K – – –
JIC
966
Joel Isaacson & Co
New York
$265K +$1.85K +26 +0.8%
TIM
967
Tortoise Investment Management
New York
$264K – – –
RTC
968
Riverview Trust Company
Washington
$264K – – –
DA
969
Detalus Advisors
Missouri
$263K +$2.63K +37 +1%
W
970
WealthCollab
Washington
$262K +$239K +3,366 New
LIA
971
LBMC Investment Advisors
Tennessee
$260K +$71 +1 +0%
UIA
972
Ulland Investment Advisors
Minnesota
$257K – – –
TC
973
TownSquare Capital
Utah
$257K +$235K +3,302 New
GIA
974
Guyasuta Investment Advisors
Pennsylvania
$257K – – –
ORC
975
O'Rourke & Company
Massachusetts
$256K -$2.63K -37 -1%
37 38
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40 41