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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
951
NFP Retirement Inc
California
$350K +$178 +2 +0%
CFS
952
CRA Financial Services
New Jersey
$349K – – –
EPW
953
Endeavor Private Wealth
Kansas
$349K +$366K +4,102 New
KFP
954
KMG Fiduciary Partners
Ohio
$349K +$9.01K +101 +3%
WCWM
955
Willow Creek Wealth Management
California
$348K -$19.3K -216 -5%
OL
956
Optas LLC
Texas
$347K -$23.4K -262 -6%
ACA
957
Affinity Capital Advisors
California
$347K -$22.9K -257 -6%
GLA
958
Good Life Advisors
Pennsylvania
$347K +$29.5K +331 +9%
NA
959
Novus Advisors
South Carolina
$347K +$357 +4 +0.1%
AF
960
Arrow Financial
New York
$347K -$8.03K -90 -2%
LFS
961
Lutz Financial Services
Nebraska
$346K – – –
AWM
962
Aprio Wealth Management
Georgia
$344K +$1.07K +12 +0.3%
BAAM
963
Baker Avenue Asset Management
California
$344K +$981 +11 +0.3%
WP
964
WealthShield Partners
North Carolina
$343K -$172K -1,925 -32%
CFG
965
Clayton Financial Group
Missouri
$342K -$981 -11 -0.3%
MFG
966
Magnus Financial Group
New York
$341K -$1.25K -14 -0.3%
PWA
967
Phoenix Wealth Advisors
North Carolina
$340K – – –
UCB
968
United Community Bank
South Carolina
$340K +$36.1K +405 +11%
RW
969
REDW Wealth
New Mexico
$340K – – –
APP
970
Avantax Planning Partners
Iowa
$337K – – –
PWA
971
Prairie Wealth Advisors
Nebraska
$337K – – –
HCM
972
HMS Capital Management
Tennessee
$335K – – –
HPC
973
HM Payson & Co
Maine
$334K -$37.5K -420 -10%
FNA
974
First National Advisers
Nebraska
$332K – – –
GPA
975
Guidance Point Advisors
Massachusetts
$331K -$43.3K -486 -11%
37 38
39
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