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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1051
Enclave Advisors
Texas
$251K +$240K +2,846 New
PPC
1052
Park Place Capital
Alabama
$250K – – –
EW
1053
Enzi Wealth
Texas
$250K – – –
PIAS
1054
PCA Investment Advisory Services
Ohio
$249K +$2.19K +26 +0.9%
AMM
1055
American Money Management
California
$247K – – –
TH
1056
TCTC Holdings
Texas
$246K – – –
GKIM
1057
GW&K Investment Management
Massachusetts
$246K – – –
DCM
1058
DGS Capital Management
New Jersey
$245K +$6.15K +73 +3%
FB
1059
First Bancorp
Maine
$244K +$234K +2,773 New
OW
1060
Olistico Wealth
Oklahoma
$244K -$8.09K -96 -3%
FWI
1061
Facet Wealth Inc
Maryland
$243K +$23.8K +283 +11%
TWG
1062
The Wealth Group
Minnesota
$243K – – –
ACS
1063
Archford Capital Strategies
Illinois
$242K +$227K +2,700 New
HWM
1064
HighMark Wealth Management
Minnesota
$240K – – –
PCTC
1065
Perkins Coie Trust Company
Washington
$240K -$5.05K -60 -2%
HWM
1066
Horizons Wealth Management
North Carolina
$239K -$7.25K -86 -3%
AW
1067
Alaethes Wealth
Nevada
$238K +$228K +2,703 New
SIG
1068
Sky Investment Group
Connecticut
$238K – – –
AIM
1069
Aspen Investment Management
Michigan
$238K – – –
TIM
1070
Tortoise Investment Management
New York
$238K -$18.1K -215 -7%
MIAS
1071
Mason Investment Advisory Services
Virginia
$237K +$84 +1 +0%
JA
1072
JVL Associates
Michigan
$236K – – –
GD
1073
Grandfield & Dodd
New York
$236K +$225K +2,675 New
PMG
1074
ProVise Management Group
Florida
$235K -$15.9K -189 -7%
CF
1075
Convergence Financial
Missouri
$235K +$225K +2,666 New
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