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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
976
Tanager Wealth Management
United Kingdom
$330K +$346K +3,884 New
VNA
977
Valley National Advisers
Pennsylvania
$330K – – –
HP
978
Holistic Planning
Texas
$329K +$2.5K +28 +0.7%
ABWM
979
Alpine Bank Wealth Management
Colorado
$326K +$342K +3,835 New
BWP
980
Bernardo Wealth Planning
Pennsylvania
$326K -$6.6K -74 -2%
WW
981
Waterfront Wealth
Kansas
$325K – – –
PPW
982
PACK Private Wealth
Minnesota
$325K – – –
AW
983
Alaethes Wealth
Nevada
$325K +$99.4K +1,115 +41%
FA
984
Financial Alternatives
California
$324K – – –
EA
985
Eclectic Associates
California
$324K -$46.6K -523 -12%
RA
986
RFG Advisory
Alabama
$324K -$7.05K -79 -2%
MFA
987
McClarren Financial Advisors
Pennsylvania
$324K +$7.58K +85 New
IIA
988
Integral Investment Advisors
California
$324K -$27.6K -310 -8%
VFG
989
V2 Financial group
Illinois
$323K – – –
AFTS
990
American Financial & Tax Strategies
New York
$322K -$4.37K -49 -1%
EWM
991
Evermay Wealth Management
Virginia
$322K – – –
CAM
992
CPA Asset Management
Florida
$321K – – –
SWA
993
Sax Wealth Advisors
New Jersey
$319K – – –
RWM
994
Rockwood Wealth Management
Pennsylvania
$318K -$18.5K -207 -5%
LWMNY
995
Landmark Wealth Management (New York)
New York
$317K +$9.19K +103 +3%
MMPW
996
Mitchell McLeod Pugh & Williams
Alabama
$317K – – –
RBWA
997
RFG - Bristol Wealth Advisors
Massachusetts
$316K -$5.26K -59 -2%
WCM
998
Winthrop Capital Management
Indiana
$316K – – –
ICM
999
IMS Capital Management
Oregon
$315K – – –
WI
1000
Wedgewood Investors
Pennsylvania
$313K -$14.3K -160 -4%
38 39
40
41 42