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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$127K – – –
CAL
1002
Capital Advisors Ltd
Ohio
$127K +$13.4K +198 +12%
VCM
1003
Vigilant Capital Management
Maine
$124K +$79.6K +1,181 +178%
GJIA
1004
Glass Jacobson Investment Advisors
Maryland
$123K +$123K +1,823 New
CDIA
1005
Capital Directions Investment Advisors
Georgia
$123K +$123K +1,822 New
CB
1006
Community Bank
New York
$120K – – –
LFA
1007
LGT Financial Advisors
Texas
$115K +$115K +1,707 New
TFS
1008
TrustCore Financial Services
Tennessee
$112K -$135 -2 -0.1%
M
1009
MOTCO
Texas
$112K – – –
WC
1010
Westwind Capital
New Mexico
$111K +$14.2K +211 +15%
AIC
1011
Archer Investment Corporation
Indiana
$109K – – –
MAWCM
1012
Mine & Arao Wealth Creation & Management
California
$106K +$67 +1 +0.1%
CFO
1013
CVA Family Office
Colorado
$103K +$337 +5 +0.3%
EWM
1014
Endurance Wealth Management
Rhode Island
$103K +$5.46K +81 +6%
FA
1015
Fiduciary Alliance
South Carolina
$103K +$103K +1,522 New
FFL
1016
Financial Freedom LLC
Ohio
$102K +$102K +1,510 New
NF
1017
Norwood Financial
Pennsylvania
$100K – – –
BA
1018
Ballast Advisors
Minnesota
$98.3K +$4.05K +60 +4%
CPG
1019
Cornerstone Planning Group
New Jersey
$93.2K +$90.6K +1,344 New
MFC
1020
Morris Financial Concepts
South Carolina
$92K – – –
LWCFA
1021
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.5K +$20K +296 +28%
AC
1022
Asio Capital
Kentucky
$87.7K – – –
GEA
1023
Glen Eagle Advisors
New Jersey
$87.1K – – –
CT
1024
Colonial Trust
South Carolina
$84.3K – – –
ADL
1025
Asset Dedication LLC
California
$84K – – –
39 40
41
42 43