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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1101
DHJJ Financial Advisors
Illinois
$276K – – –
THL
1102
Tillman Hartley LLC
Colorado
$276K +$259K +3,000 New
RHP
1103
Royal Harbor Partners
Texas
$275K +$3.37K +39 +1%
GWM
1104
GSB Wealth Management
Connecticut
$274K – – –
GGS
1105
Galvin Gaustad & Stein
Arizona
$273K – – –
T
1106
Tableaux
Massachusetts
$272K – – –
PCH
1107
PGIM Custom Harvest
New Jersey
$272K -$116K -1,340 -31%
TFA
1108
Tobias Financial Advisors
Florida
$271K – – –
FBT
1109
First Bank & Trust
South Dakota
$271K – – –
TC
1110
TAGStone Capital
North Carolina
$271K – – –
AF
1111
Apexium Financial
Texas
$270K +$605 +7 +0.2%
AWA
1112
Arete Wealth Advisors
Illinois
$269K -$7.78K -90 -3%
SWRP
1113
Summit Wealth & Retirement Planning
California
$269K – – –
FAM
1114
Formidable Asset Management
Ohio
$269K – – –
SB
1115
Strategic Blueprint
Georgia
$268K +$34.5K +399 +16%
XT
1116
XTX Topco
Cayman Islands
$267K +$251K +2,903 New
BCAM
1117
Boston Common Asset Management
Massachusetts
$267K – – –
DIP
1118
Davis Investment Partners
North Carolina
$264K – – –
PWP
1119
Principle Wealth Partners
Connecticut
$263K +$247K +2,860 New
MSFS
1120
Main Street Financial Solutions
Pennsylvania
$263K -$3.11K -36 -1%
SWM
1121
SeaCrest Wealth Management
New York
$262K +$246K +2,848 New
SC
1122
Scotia Capital
Ontario, Canada
$261K – – –
EW
1123
Enzi Wealth
Texas
$260K – – –
OWA
1124
Octavia Wealth Advisors
Ohio
$260K -$35.5K -411 -13%
TA
1125
TFG Advisers
Michigan
$260K -$2.94K -34 -1%
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45
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