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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1101
Biltmore Family Office
North Carolina
$369K – – –
KA
1102
Kure Advisory
Minnesota
$368K – – –
MCM
1103
Monument Capital Management
Virginia
$368K +$351K +3,335 New
OS
1104
Objectivity Squared
South Carolina
$368K +$947 +9 +0.3%
SWGC
1105
Summit Wealth Group (Colorado)
Colorado
$366K +$631 +6 +0.2%
NPT
1106
Nixon Peabody Trust
Massachusetts
$366K +$81.5K +775 +30%
GIA
1107
Guyasuta Investment Advisors
Pennsylvania
$364K – – –
SFMG
1108
Sage Financial Management Group
Virginia
$363K – – –
LWMM
1109
Legacy Wealth Management (Mississippi)
Mississippi
$362K +$316 +3 +0.1%
EA
1110
Enclave Advisors
Texas
$362K -$8.73K -83 -2%
SFC
1111
Strategic Financial Concepts
Texas
$361K +$841 +8 +0.2%
MIC
1112
Meridian Investment Counsel
California
$361K – – –
GIA
1113
GHP Investment Advisors
Colorado
$360K – – –
WI
1114
Wedgewood Investors
Pennsylvania
$359K -$12.6K -120 -4%
TAM
1115
Townsend Asset Management
North Carolina
$358K -$39.1K -372 -10%
JAG
1116
Journey Advisory Group
Kentucky
$356K +$340K +3,228 New
VDI
1117
Vaughan David Investments
Illinois
$356K +$3.79K +36 +1%
GFA
1118
Godfrey Financial Associates
New York
$354K – – –
TW
1119
Towerpoint Wealth
California
$352K -$29.4K -280 -8%
RTC
1120
Riverview Trust Company
Washington
$351K – – –
JBW
1121
Journey Beyond Wealth
Georgia
$351K -$10.5K -100 -3%
CBOR
1122
Community Bank of Raymore
Missouri
$350K – – –
FFA
1123
Founders Financial Alliance
North Carolina
$349K -$4K -38 -1%
MWA
1124
Madson Wealth Advisors
California
$347K -$67.3K -640 -17%
MLRA
1125
Main Line Retirement Advisors
Montana
$346K +$947 +9 +0.3%
43 44
45
46 47