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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
976
O'Rourke & Company
Massachusetts
$256K -$2.63K -37 -1%
TA
977
TFG Advisers
Michigan
$255K +$1.63K +23 +0.7%
MSA
978
Marino Stram & Associates
Massachusetts
$255K +$233K +3,282 New
MIC
979
Meridian Investment Counsel
California
$255K – – –
OWA
980
Octavia Wealth Advisors
Ohio
$254K -$16.8K -237 -7%
VBWMG
981
Von Berge Wealth Management Group
California
$253K – – –
OHWP
982
Oak Harbor Wealth Partners
North Carolina
$253K – – –
LI
983
LVZ Inc
Michigan
$253K – – –
SFG
984
Sather Financial Group
Texas
$252K -$115K -1,621 -33%
EBT
985
Enterprise Bank & Trust
Massachusetts
$250K – – –
BCG
986
Breakwater Capital Group
New Jersey
$249K +$229K +3,225 New
VDI
987
Vaughan David Investments
Illinois
$248K – – –
CCFM
988
Clear Creek Financial Management
Washington
$247K -$47.9K -674 -17%
RBC
989
Romano Brothers & Co
Illinois
$246K -$82.7K -1,164 -27%
MAM
990
Madison Asset Management
Wisconsin
$246K -$19.5K -275 -8%
FAM
991
Formidable Asset Management
Ohio
$246K – – –
KWA
992
Kingswood Wealth Advisors
California
$245K -$64.2K -904 -22%
TAM
993
Townsend Asset Management
North Carolina
$244K +$1.07K +15 +0.5%
FDCDDQ
994
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K – – –
OS
995
Objectivity Squared
South Carolina
$243K +$222K +3,127 New
FAM
996
Flaharty Asset Management
Florida
$243K – – –
EA
997
Emerald Advisors
Washington
$242K – – –
FFA
998
Fragasso Financial Advisors
Pennsylvania
$241K +$1.85K +26 +0.8%
FBC
999
Fairfield, Bush & Co
Connecticut
$241K +$220K +3,098 New
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$241K +$220K +3,095 New
38 39
40
41 42