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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1026
Tyler-Stone Wealth Management
Ohio
$103K – – –
HL
1027
HeadInvest LLC
Maine
$103K +$109K +1,500 New
EWA
1028
EverSource Wealth Advisors
Alabama
$100K – – –
MAWCM
1029
Mine & Arao Wealth Creation & Management
California
$98.6K -$10.3K -141 -9%
EWP
1030
Elevation Wealth Partners
California
$97.2K – – –
MFC
1031
Morris Financial Concepts
South Carolina
$94.5K – – –
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.8K -$11.2K -153 -10%
CBT
1033
CoreFirst Bank & Trust
Kansas
$91.1K +$96K +1,316 New
M
1034
MOTCO
Texas
$90.6K – – –
GEA
1035
Glen Eagle Advisors
New Jersey
$89.5K – – –
CT
1036
Colonial Trust
South Carolina
$86.6K – – –
AIA
1037
Arcadia Investment Advisors
Idaho
$85.9K – – –
CCMI
1038
Creative Capital Management Investments
California
$83.1K – – –
RW
1039
RVW Wealth
California
$83.1K +$87.5K +1,200 New
NF
1040
Norwood Financial
Pennsylvania
$83.1K -$15K -205 -15%
ADL
1041
Asset Dedication LLC
California
$79K – – –
AIM
1042
Anchor Investment Management
South Carolina
$78.7K – – –
CICI
1043
Capital Investment Counsel Inc
North Carolina
$77.1K +$81.3K +1,114 New
FP
1044
Financial Perspectives
Minnesota
$76.8K – – –
CIAS
1045
Capital Investment Advisory Services
North Carolina
$76.6K -$2.92K -40 -3%
BWL
1046
Bogart Wealth LLC
Virginia
$73.3K +$1.17K +16 +2%
KHC
1047
Koesten Hirschmann & Crabtree
Kansas
$72.7K – – –
WFA
1048
West Financial Advisors
Iowa
$72K – – –
CMP
1049
Coston McIsaac & Partners
Maine
$72K – – –
SCA
1050
Stonebridge Capital Advisors
Minnesota
$72K -$8.1K -111 -10%
40 41
42
43 44