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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
976
First National Advisers
Nebraska
$332K – – –
GPA
977
Guidance Point Advisors
Massachusetts
$331K -$43.3K -486 -11%
TWM
978
Tanager Wealth Management
United Kingdom
$330K +$346K +3,884 New
VNA
979
Valley National Advisers
Pennsylvania
$330K – – –
HP
980
Holistic Planning
Texas
$329K +$2.5K +28 +0.7%
ABWM
981
Alpine Bank Wealth Management
Colorado
$326K +$342K +3,835 New
BWP
982
Bernardo Wealth Planning
Pennsylvania
$326K -$6.6K -74 -2%
WW
983
Waterfront Wealth
Kansas
$325K – – –
PPW
984
PACK Private Wealth
Minnesota
$325K – – –
AW
985
Alaethes Wealth
Nevada
$325K +$99.4K +1,115 +41%
FA
986
Financial Alternatives
California
$324K – – –
EA
987
Eclectic Associates
California
$324K -$46.6K -523 -12%
RA
988
RFG Advisory
Alabama
$324K -$7.05K -79 -2%
MFA
989
McClarren Financial Advisors
Pennsylvania
$324K +$7.58K +85 New
IIA
990
Integral Investment Advisors
California
$324K -$27.6K -310 -8%
VFG
991
V2 Financial group
Illinois
$323K – – –
AFTS
992
American Financial & Tax Strategies
New York
$322K -$4.37K -49 -1%
EWM
993
Evermay Wealth Management
Virginia
$322K – – –
CAM
994
CPA Asset Management
Florida
$321K – – –
SWA
995
Sax Wealth Advisors
New Jersey
$319K – – –
RWM
996
Rockwood Wealth Management
Pennsylvania
$318K -$18.5K -207 -5%
LWMNY
997
Landmark Wealth Management (New York)
New York
$317K +$9.19K +103 +3%
MMPW
998
Mitchell McLeod Pugh & Williams
Alabama
$317K – – –
RBWA
999
RFG - Bristol Wealth Advisors
Massachusetts
$316K -$5.26K -59 -2%
WCM
1000
Winthrop Capital Management
Indiana
$316K – – –
38 39
40
41 42