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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1001
PACK Private Wealth
Minnesota
$338K – – –
FA
1002
Financial Alternatives
California
$337K – – –
VFG
1003
V2 Financial group
Illinois
$336K – – –
CCMG
1004
Clark Capital Management Group
Pennsylvania
$335K +$344K +3,785 New
EWM
1005
Evermay Wealth Management
Virginia
$335K – – –
CAM
1006
CPA Asset Management
Florida
$334K -$3K -33 -0.9%
RBWA
1007
RFG - Bristol Wealth Advisors
Massachusetts
$334K +$343K +3,776 New
SWA
1008
Sax Wealth Advisors
New Jersey
$331K – – –
GLA
1009
Good Life Advisors
Pennsylvania
$331K -$175K -1,928 -34%
PPC
1010
Park Place Capital
Alabama
$329K +$80.1K +883 +31%
MMPW
1011
Mitchell McLeod Pugh & Williams
Alabama
$329K – – –
WCM
1012
Winthrop Capital Management
Indiana
$329K +$337K +3,716 New
ICM
1013
IMS Capital Management
Oregon
$327K – – –
MCCP
1014
Mission Creek Capital Partners
California
$325K – – –
ATC
1015
Adirondack Trust Company
New York
$323K – – –
RWP
1016
Revolve Wealth Partners
New Jersey
$323K +$332K +3,656 New
OHWP
1017
Oak Harbor Wealth Partners
North Carolina
$320K +$33.9K +373 +11%
LWMNY
1018
Landmark Wealth Management (New York)
New York
$320K -$3.18K -35 -1%
VFG
1019
Victory Financial Group
Texas
$320K +$328K +3,618 New
LWAM
1020
Legacy Wealth Asset Management
Minnesota
$320K +$328K +3,616 New
LIA
1021
LBMC Investment Advisors
Tennessee
$319K – – –
UCB
1022
United Community Bank
South Carolina
$318K -$7.71K -85 -2%
PCM
1023
Poehling Capital Management
Wisconsin
$317K – – –
BWP
1024
Burling Wealth Partners
Illinois
$316K +$325K +3,580 New
DSN
1025
D. Scott Neal
Kentucky
$315K – – –
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