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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1026
HM Payson & Co
Maine
$438K +$26.9K +256 +7%
GAM
1027
Gotham Asset Management
New York
$437K +$417K +3,962 New
LFS
1028
Lutz Financial Services
Nebraska
$436K -$12.2K -116 -3%
TWM
1029
Tanager Wealth Management
United Kingdom
$435K +$5.89K +56 +1%
AWM
1030
Aprio Wealth Management
Georgia
$433K -$2.2M -20,957 -84%
SAS
1031
SMI Advisory Services
Indiana
$431K – – –
BB
1032
Bell Bank
North Dakota
$431K -$9.04K -86 -2%
FNA
1033
First National Advisers
Nebraska
$430K – – –
GPA
1034
Guidance Point Advisors
Massachusetts
$430K +$105 +1 +0%
MFA
1035
McClarren Financial Advisors
Pennsylvania
$429K – – –
KP
1036
Keel Point
Alabama
$429K -$213K -2,024 -34%
GFA
1037
Gallagher Fiduciary Advisors
Illinois
$429K +$92.5K +879 +29%
CWA
1038
CM Wealth Advisors
Ohio
$428K +$409K +3,884 New
LFA
1039
Legacy Financial Advisors
Kentucky
$428K – – –
VNA
1040
Valley National Advisers
Pennsylvania
$428K – – –
CCM
1041
Colorado Capital Management
Colorado
$426K – – –
BA
1042
Bridgewater Advisors
New York
$425K -$30.9K -294 -7%
CAG
1043
Crestwood Advisors Group
Massachusetts
$425K -$137K -1,303 -25%
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$424K +$12.9K +123 +3%
CFO
1045
Collective Family Office
Pennsylvania
$423K +$187K +1,778 +86%
MOS
1046
MGO One Seven
Ohio
$423K -$78K -742 -16%
LNB
1047
Ledyard National Bank
$422K +$135K +1,284 +50%
KA
1048
Kovack Advisors
Florida
$422K +$132K +1,255 +49%
PPW
1049
PACK Private Wealth
Minnesota
$422K – – –
SWM
1050
Steinberganna Wealth Management
New York
$421K +$526 +5 +0.1%
40 41
42
43 44