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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1101
Rothschild Investment LLC
Illinois
$173K -$2.06K -26 -1%
BA
1102
Ballast Advisors
Minnesota
$172K -$5.07K -64 -3%
VAMG
1103
Voisard Asset Management Group
Michigan
$171K – – –
LWANC
1104
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K – – –
MCM
1105
Manchester Capital Management
Vermont
$168K – – –
CAL
1106
Capital Advisors Ltd
Ohio
$165K – – –
WC
1107
Westwind Capital
New Mexico
$163K – – –
BL
1108
Balentine LLC
Georgia
$163K -$7.29K -92 -5%
MCM
1109
Mill Capital Management
North Carolina
$157K -$549K -6,924 -79%
FIM
1110
FWL Investment Management
Texas
$156K – – –
VAG
1111
VisionPoint Advisory Group
Texas
$156K – – –
TSWM
1112
Tyler-Stone Wealth Management
Ohio
$152K – – –
LFA
1113
LGT Financial Advisors
Texas
$146K +$396 +5 +0.3%
FWM
1114
FSA Wealth Management
Massachusetts
$144K – – –
BFPW
1115
BOK Financial Private Wealth
Colorado
$141K -$1.58K -20 -1%
HPIA
1116
Hamilton Point Investment Advisors
North Carolina
$141K – – –
PWA
1117
Provenance Wealth Advisors
Florida
$139K – – –
CPG
1118
Cornerstone Planning Group
New Jersey
$134K -$3.25K -41 -2%
MFC
1119
Mechanics Financial Corp
Ohio
$131K -$19.8K -250 -14%
CFO
1120
CVA Family Office
Colorado
$129K +$158 +2 +0.1%
FFL
1121
Financial Freedom LLC
Ohio
$128K +$158 +2 +0.1%
IA
1122
IFP Advisors
Florida
$128K +$14.2K +179 +13%
BWL
1123
Bogart Wealth LLC
Virginia
$126K +$1.19K +15 +1%
MAWCM
1124
Mine & Arao Wealth Creation & Management
California
$124K – – –
LI
1125
LRI Investments
Florida
$123K +$116K +1,460 New
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45
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