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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TDWM
1026
Topel & Distasi Wealth Management
California
$340K – – –
BGAI
1027
Bruce G. Allen Investments
Colorado
$339K +$1.14K +12 +0.3%
JBW
1028
Journey Beyond Wealth
Georgia
$333K – – –
HCM
1029
Howland Capital Management
Massachusetts
$330K -$9.48K -100 -3%
TW
1030
TritonPoint Wealth
Maryland
$329K +$284 +3 +0.1%
MAS
1031
Madden Advisory Services
Florida
$329K +$758 +8 +0.2%
APW
1032
Acima Private Wealth
Virginia
$329K – – –
EA
1033
Eclectic Associates
California
$328K -$39K -411 -11%
WI
1034
Wedgewood Investors
Pennsylvania
$325K -$10.9K -115 -3%
BFO
1035
Biltmore Family Office
North Carolina
$323K – – –
KA
1036
Kure Advisory
Minnesota
$322K – – –
OS
1037
Objectivity Squared
South Carolina
$319K +$11.1K +117 +4%
APP
1038
Avantax Planning Partners
Iowa
$319K -$62.7K -661 -17%
GIA
1039
Guyasuta Investment Advisors
Pennsylvania
$319K – – –
SFMG
1040
Sage Financial Management Group
Virginia
$318K – – –
FFL
1041
Future Fund LLC
Illinois
$317K – – –
ABWM
1042
Alpine Bank Wealth Management
Colorado
$317K – – –
MIC
1043
Meridian Investment Counsel
California
$316K – – –
LWMM
1044
Legacy Wealth Management (Mississippi)
Mississippi
$316K -$95.5K -1,008 -24%
AWAG
1045
ARS Wealth Advisors Group
Florida
$315K +$190 +2 +0.1%
VAG
1046
VisionPoint Advisory Group
Texas
$314K -$99.1K -1,045 -24%
GIA
1047
GHP Investment Advisors
Colorado
$312K – – –
DA
1048
Detalus Advisors
Missouri
$311K -$3.6K -38 -1%
AG
1049
AlTi Global
New York
$311K – – –
TVAMP
1050
Tennessee Valley Asset Management Partners
Tennessee
$309K +$303K +3,197 New
40 41
42
43 44