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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1126
EPG Wealth Management
Georgia
$8.09K – – –
KOMWMG
1127
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7K +$6.74K +100 New
HWMA
1128
Heritage Wealth Management (Arizona)
Arizona
$5.94K +$2.97K +44 +100%
AW
1129
Avion Wealth
Texas
$5K – – –
TAM
1130
Tucker Asset Management
Colorado
$4.47K +$3.64K +54 +450%
CCMW
1131
Cypress Capital Management (Wyoming)
Wyoming
$4.32K – – –
SFC
1132
SYM Financial Corp
Indiana
$4.28K – – –
LFA
1133
Level Financial Advisors
New York
$4K +$3.51K +52 New
HFM
1134
Hartford Financial Management
Connecticut
$3.37K – – –
BFA
1135
BBJS Financial Advisors
Washington
$2.7K +$2.7K +40 New
AWM
1136
Abound Wealth Management
Tennessee
$2.63K – – –
VCM
1137
Versant Capital Management
Arizona
$2.29K +$2.29K +34 New
LOIP
1138
Live Oak Investment Partners
Texas
$2.23K – – –
CSWG
1139
Cardinal Strategic Wealth Guidance
Kentucky
$1.96K +$1.96K +29 New
AIM
1140
Axiom Investment Management
New York
$1.28K – – –
CA
1141
Crewe Advisors
Utah
$1.21K – – –
FFA
1142
Farther Finance Advisors
California
$877 +$877 +13 New
WIM
1143
Westside Investment Management
California
$15 – – –
MA
1144
MUFG Americas
New York
– -$16.4M -264,506 Closed
PCP
1145
Proficio Capital Partners
Massachusetts
– -$13.5M -216,910 Closed
WC
1146
Wexford Capital
Florida
– -$13.1M -211,207 Closed
CWA
1147
Clarus Wealth Advisors
Arizona
– -$2.82M -44,592 Closed
YIH
1148
Y-Intercept (HK)
Hong Kong
– -$1.67M -26,882 Closed
CI
1149
CX Institutional
Indiana
– -$1.64M -26,321 Closed
HPWM
1150
Highland Private Wealth Management
Washington
– -$1.05M -16,949 Closed
44 45
46
47 48