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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1051
Guidance Point Advisors
Massachusetts
$375K +$192 +2 +0.1%
MFA
1052
McClarren Financial Advisors
Pennsylvania
$374K +$361K +3,750 +2,259%
TWM
1053
Tanager Wealth Management
United Kingdom
$374K – – –
LFA
1054
Legacy Financial Advisors
Kentucky
$374K -$39.7K -413 -10%
VNA
1055
Valley National Advisers
Pennsylvania
$373K +$198K +2,056 +113%
ACA
1056
Affinity Capital Advisors
California
$371K -$769 -8 -0.2%
CCM
1057
Colorado Capital Management
Colorado
$371K – – –
MWM
1058
MGB Wealth Management
Texas
$371K – – –
HNWA
1059
Henrickson Nauta Wealth Advisors
Michigan
$369K +$111K +1,159 +46%
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$369K -$37.3K -388 -9%
CST
1061
Charles Schwab Trust
Nevada
$368K -$3.24M -33,718 -90%
PPW
1062
PACK Private Wealth
Minnesota
$368K – – –
FA
1063
Financial Alternatives
California
$367K – – –
EPW
1064
Evolve Private Wealth
California
$366K +$366K +3,805 New
SWM
1065
Steinberganna Wealth Management
New York
$366K -$7.12K -74 -2%
NRC
1066
New Republic Capital
North Carolina
$366K +$224K +2,329 +158%
OL
1067
Optas LLC
Texas
$366K – – –
VFG
1068
V2 Financial group
Illinois
$366K – – –
EWM
1069
Evermay Wealth Management
Virginia
$364K – – –
CAM
1070
CPA Asset Management
Florida
$364K – – –
CFS
1071
CRA Financial Services
New Jersey
$364K +$96 +1 +0%
GIPW
1072
Granite Islands Private Wealth
Connecticut
$363K +$363K +3,775 New
CWM
1073
Curtis Wealth Management
Nevada
$361K +$346K +3,597 New
PCM
1074
Poehling Capital Management
Wisconsin
$361K – – –
AEPWM
1075
Atlantic Edge Private Wealth Management
Florida
$361K -$961 -10 -0.3%
41 42
43
44 45