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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1001
TritonPoint Wealth
Maryland
$252K +$253K +3,110 New
MHIC
1002
Marble Harbor Investment Counsel
Massachusetts
$251K – – –
GOCP
1003
Great Oak Capital Partners
Massachusetts
$250K – – –
HCP
1004
Holt Capital Partners
Texas
$250K – – –
IAIM
1005
International Assets Investment Management
Florida
$250K +$11.8K +145 +5%
CFS
1006
CRA Financial Services
New Jersey
$250K -$33.1K -407 -12%
PAM
1007
Peak Asset Management
Colorado
$249K -$73.3K -900 -23%
SAM
1008
SignalPoint Asset Management
Missouri
$248K – – –
MLRA
1009
Main Line Retirement Advisors
Montana
$247K +$651 +8 +0.3%
1IA
1010
1834 Investment Advisors
Wisconsin
$246K – – –
WCG
1011
Weaver Consulting Group
California
$245K – – –
UIA
1012
Ulland Investment Advisors
Minnesota
$245K -$2.85K -35 -1%
PSF
1013
Pacific Sun Financial
California
$245K – – –
TA
1014
TPG Advisors
Illinois
$245K +$246K +3,020 New
TA
1015
TFG Advisers
Michigan
$245K -$11.6K -143 -5%
S
1016
SignatureFD
Georgia
$244K – – –
FRA
1017
Front Row Advisors
California
$244K +$15.9K +195 +7%
CVA
1018
Central Valley Advisors
California
$244K +$114K +1,400 New
DFA
1019
DHJJ Financial Advisors
Illinois
$243K – – –
EA
1020
Eclectic Associates
California
$243K – – –
AOWM
1021
Alpha Omega Wealth Management
Virginia
$243K – – –
AWA
1022
Arete Wealth Advisors
Illinois
$243K +$245K +3,007 New
SWM
1023
SeaCrest Wealth Management
New York
$243K +$244K +2,995 New
TC
1024
TownSquare Capital
Utah
$243K -$1.22K -15 -0.5%
AF
1025
Advisornet Financial
Minnesota
$243K +$62K +762 +34%
39 40
41
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