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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1051
Ledyard National Bank
$422K +$135K +1,284 +50%
KA
1052
Kovack Advisors
Florida
$422K +$132K +1,255 +49%
PPW
1053
PACK Private Wealth
Minnesota
$422K – – –
SWM
1054
Steinberganna Wealth Management
New York
$421K +$526 +5 +0.1%
VFG
1055
V2 Financial group
Illinois
$419K – – –
HA
1056
Herold Advisors
New York
$419K – – –
EWM
1057
Evermay Wealth Management
Virginia
$417K – – –
TP
1058
TritonPoint Partners
Maryland
$417K +$160K +1,519 +67%
JPG
1059
Jordan Park Group
California
$416K -$115K -1,093 -22%
SAS
1060
Stelac Advisory Services
New York
$414K – – –
ACA
1061
Affinity Capital Advisors
California
$413K -$12.1K -115 -3%
AEPWM
1062
Atlantic Edge Private Wealth Management
Florida
$413K – – –
PW
1063
PUREfi Wealth
Massachusetts
$412K +$393K +3,738 New
TFA
1064
Tobias Financial Advisors
Florida
$411K -$25.7K -244 -6%
WW
1065
Waterfront Wealth
Kansas
$409K +$526 +5 +0.1%
GWM
1066
Goldenstone Wealth Management
California
$408K -$1.47K -14 -0.4%
OFS
1067
OneAscent Financial Services
Alabama
$408K -$10.5K -100 -3%
CICI
1068
Capital Investment Counsel Inc
North Carolina
$407K +$220K +2,090 +131%
FIB
1069
First Interstate Bank
Montana
$405K +$386K +3,674 New
AIM
1070
Aspen Investment Management
Michigan
$405K +$103K +975 +36%
RMC
1071
Resources Management Corp
Connecticut
$403K – – –
LIA
1072
LBMC Investment Advisors
Tennessee
$403K – – –
SWA
1073
Sax Wealth Advisors
New Jersey
$402K -$40.5K -385 -9%
PCH
1074
PGIM Custom Harvest
New Jersey
$401K – – –
DWAM
1075
Duncan Williams Asset Management
Tennessee
$399K – – –
41 42
43
44 45