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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Beaumont Capital Management
Massachusetts
$289K +$290K +3,567 New
CW
952
CreativeOne Wealth
Kansas
$289K +$290K +3,564 New
TRIA
953
Trail Ridge Investment Advisors
Colorado
$289K +$10.5K +129 +4%
FFA
954
Fragasso Financial Advisors
Pennsylvania
$289K -$12.5K -153 -4%
DSN
955
D. Scott Neal
Kentucky
$289K – – –
PIFP
956
Partners in Financial Planning
Virginia
$288K +$570 +7 +0.2%
VFG
957
Victory Financial Group
Texas
$287K – – –
WW
958
Waterfront Wealth
Kansas
$287K +$81 +1 +0%
AWA
959
Arkadios Wealth Advisors
Georgia
$286K +$287K +3,521 New
CAL
960
Capital Analysts LLC
Pennsylvania
$284K -$8.79K -108 -3%
AWAG
961
ARS Wealth Advisors Group
Florida
$283K -$50.3K -618 -15%
BGAI
962
Bruce G. Allen Investments
Colorado
$280K +$733 +9 +0.3%
BCAM
963
Boston Common Asset Management
Massachusetts
$279K – – –
PCH
964
PGIM Custom Harvest
New Jersey
$279K +$59K +725 +27%
NCTC
965
New Covenant Trust Company
Indiana
$278K +$6.67K +82 +3%
APW
966
Acima Private Wealth
Virginia
$276K – – –
FPFS
967
First Personal Financial Services
North Carolina
$275K -$61K -750 -18%
HIM
968
Hanlon Investment Management
New Jersey
$275K +$276K +3,387 New
W
969
WealthCollab
Washington
$273K – – –
BCI
970
Brinker Capital Investments
Pennsylvania
$272K +$273K +3,360 New
OPS
971
Orion Portfolio Solutions
Nebraska
$272K +$273K +3,360 New
LIA
972
LBMC Investment Advisors
Tennessee
$271K – – –
KA
973
Kure Advisory
Minnesota
$270K +$271K +3,335 New
USB
974
Union Savings Bank
Connecticut
$270K +$90.3K +1,109 +50%
AWA
975
Aaron Wealth Advisors
Illinois
$268K -$74.2K -912 -22%
37 38
39
40 41