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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1076
CFS Investment Advisory Services
New Jersey
$256K +$268K +3,007 New
DFA
1077
DHJJ Financial Advisors
Illinois
$255K – – –
GWM
1078
GSB Wealth Management
Connecticut
$253K – – –
OS
1079
Objectivity Squared
South Carolina
$253K +$892 +10 +0.3%
CAMG
1080
CWA Asset Management Group
Florida
$253K – – –
GGS
1081
Galvin Gaustad & Stein
Arizona
$252K – – –
GIA
1082
GHP Investment Advisors
Colorado
$252K – – –
T
1083
Tableaux
Massachusetts
$252K – – –
RHP
1084
Royal Harbor Partners
Texas
$251K – – –
TFA
1085
Tobias Financial Advisors
Florida
$250K -$46.4K -520 -15%
FBT
1086
First Bank & Trust
South Dakota
$250K – – –
AF
1087
Apexium Financial
Texas
$249K +$624 +7 +0.2%
SWRP
1088
Summit Wealth & Retirement Planning
California
$249K – – –
TC
1089
TAGStone Capital
North Carolina
$248K – – –
TVAMP
1090
Tennessee Valley Asset Management Partners
Tennessee
$247K -$40.9K -459 -14%
BCAM
1091
Boston Common Asset Management
Massachusetts
$247K -$48.3K -542 -16%
MSFS
1092
Main Street Financial Solutions
Pennsylvania
$246K – – –
FDDB
1093
Fidelity D&D Bancorp
Pennsylvania
$246K -$1.43K -16 -0.6%
FWI
1094
Facet Wealth Inc
Maryland
$245K +$31K +348 +14%
AWC
1095
Abundance Wealth Counselors
Pennsylvania
$244K +$15.3K +172 +6%
TA
1096
TFG Advisers
Michigan
$243K -$9.1K -102 -3%
SC
1097
Stephenson & Company
California
$242K – – –
SC
1098
Scotia Capital
Ontario, Canada
$242K -$16.1K -181 -6%
SWC
1099
Spectrum Wealth Counsel
Indiana
$241K +$240K +2,691 +1,856%
AC
1100
AlphaCore Capital
California
$240K +$252K +2,827 New
42 43
44
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