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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
976
Arrow Financial
New York
$375K – – –
LFS
977
Lutz Financial Services
Nebraska
$374K – – –
AWM
978
Aprio Wealth Management
Georgia
$373K +$1.04K +12 +0.3%
SMI
979
Shelter Mutual Insurance
Missouri
$372K +$350K +4,050 New
PWA
980
Phoenix Wealth Advisors
North Carolina
$368K – – –
RW
981
REDW Wealth
New Mexico
$368K – – –
IWMA
982
Ironwood Wealth Management (Arizona)
Arizona
$368K -$80.5K -932 -19%
ABC
983
Associated Banc-Corp
Wisconsin
$368K -$42.1K -487 -11%
APP
984
Avantax Planning Partners
Iowa
$364K – – –
PWA
985
Prairie Wealth Advisors
Nebraska
$364K – – –
MFG
986
Magnus Financial Group
New York
$363K -$5.79K -67 -2%
SWA
987
Sax Wealth Advisors
New Jersey
$362K +$16K +185 +5%
FAIM
988
Financial Advocates Investment Management
Washington
$359K -$165K -1,912 -33%
FNA
989
First National Advisers
Nebraska
$359K – – –
MFA
990
McClarren Financial Advisors
Pennsylvania
$358K +$329K +3,805 +4,476%
GPA
991
Guidance Point Advisors
Massachusetts
$358K +$173 +2 +0.1%
TWM
992
Tanager Wealth Management
United Kingdom
$357K – – –
VNA
993
Valley National Advisers
Pennsylvania
$357K – – –
LWMNY
994
Landmark Wealth Management (New York)
New York
$354K +$10.5K +122 +3%
BWP
995
Bernardo Wealth Planning
Pennsylvania
$353K – – –
WW
996
Waterfront Wealth
Kansas
$352K +$86 +1 +0%
PPW
997
PACK Private Wealth
Minnesota
$352K – – –
FA
998
Financial Alternatives
California
$351K – – –
EA
999
Eclectic Associates
California
$350K – – –
OL
1000
Optas LLC
Texas
$349K -$24.4K -283 -7%
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40
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