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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1051
V2 Financial group
Illinois
$419K – – –
HA
1052
Herold Advisors
New York
$419K – – –
EWM
1053
Evermay Wealth Management
Virginia
$417K – – –
TP
1054
TritonPoint Partners
Maryland
$417K +$160K +1,519 +67%
JPG
1055
Jordan Park Group
California
$416K -$115K -1,093 -22%
SAS
1056
Stelac Advisory Services
New York
$414K – – –
ACA
1057
Affinity Capital Advisors
California
$413K -$12.1K -115 -3%
AEPWM
1058
Atlantic Edge Private Wealth Management
Florida
$413K – – –
PW
1059
PUREfi Wealth
Massachusetts
$412K +$393K +3,738 New
TFA
1060
Tobias Financial Advisors
Florida
$411K -$25.7K -244 -6%
WW
1061
Waterfront Wealth
Kansas
$409K +$526 +5 +0.1%
GWM
1062
Goldenstone Wealth Management
California
$408K -$1.47K -14 -0.4%
OFS
1063
OneAscent Financial Services
Alabama
$408K -$10.5K -100 -3%
CICI
1064
Capital Investment Counsel Inc
North Carolina
$407K +$220K +2,090 +131%
FIB
1065
First Interstate Bank
Montana
$405K +$386K +3,674 New
AIM
1066
Aspen Investment Management
Michigan
$405K +$103K +975 +36%
RMC
1067
Resources Management Corp
Connecticut
$403K – – –
LIA
1068
LBMC Investment Advisors
Tennessee
$403K – – –
SWA
1069
Sax Wealth Advisors
New Jersey
$402K -$40.5K -385 -9%
PCH
1070
PGIM Custom Harvest
New Jersey
$401K – – –
DWAM
1071
Duncan Williams Asset Management
Tennessee
$399K – – –
AWM
1072
Accurate Wealth Management
Florida
$399K +$381K +3,626 New
APFP
1073
Action Point Financial Planning
Michigan
$398K +$379K +3,608 New
AFTS
1074
American Financial & Tax Strategies
New York
$397K – – –
CAM
1075
CPA Asset Management
Florida
$397K -$19K -181 -5%
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43
44 45