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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
1101
First Trust Direct Indexing
Massachusetts
$217K +$207K +2,461 New
KWS
1102
Keystone Wealth Services
California
$216K +$206K +2,448 New
SOS
1103
Silver Oak Securities
Tennessee
$215K +$7.92K +94 +4%
VFPW
1104
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K -$26.6K -316 -11%
WJA
1105
Willis Johnson & Associates
Texas
$214K +$204K +2,422 New
VA
1106
Vident Advisory
Georgia
$213K +$204K +2,420 New
FFG
1107
Frisch Financial Group
New York
$213K +$203K +2,412 New
IP
1108
Ignite Planners
California
$212K -$62K -736 -23%
AHB
1109
Abner Herrman & Brock
New Jersey
$212K +$203K +2,409 New
ML
1110
McAdam LLC
Pennsylvania
$210K +$201K +2,385 New
VPWA
1111
Vestia Personal Wealth Advisors
Indiana
$210K +$201K +2,385 New
TCOV
1112
Trust Company of Vermont
Vermont
$209K -$135K -1,604 -40%
HW
1113
Hancock Whitney
Mississippi
$209K -$174K -2,065 -47%
CCMI
1114
Creative Capital Management Investments
California
$209K +$98.4K +1,168 +97%
AFP
1115
Advus Financial Partners
Florida
$208K +$199K +2,356 New
CIA
1116
Compass Ion Advisors
Pennsylvania
$208K +$198K +2,355 New
AIM
1117
Athena Investment Management
California
$208K +$198K +2,355 New
CMP
1118
Courage Miller Partners
Virginia
$207K +$198K +2,354 New
SWM
1119
SK Wealth Management
Rhode Island
$207K +$195K +2,318 New
SXL
1120
Summit X LLC
Missouri
$207K – – –
BG
1121
Bollard Group
Massachusetts
$206K +$506 +6 +0.3%
FCM
1122
Firestone Capital Management
Florida
$206K +$197K +2,336 New
ACP
1123
Aveo Capital Partners
Colorado
$205K -$3.76M -44,601 -95%
FCIM
1124
Fairview Capital Investment Management
California
$205K +$196K +2,328 New
TSWM
1125
Tyler-Stone Wealth Management
Ohio
$205K +$98.2K +1,165 +100%
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