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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1126
SRH Advisors
Kansas
$9.97K – – –
HT
1127
Headlands Technologies
Illinois
$9.63K +$10.1K +139 New
BEI
1128
Benjamin Edwards Inc
Missouri
$9K – – –
NG
1129
NWK Group
California
$8.86K -$11.3K -155 -55%
EWM
1130
EPG Wealth Management
Georgia
$8.31K – – –
SFC
1131
SYM Financial Corp
Indiana
$6.77K +$2.48K +34 +53%
IPW
1132
Impact Partnership Wealth
Georgia
$6.51K -$9.7K -133 -59%
LOIP
1133
Live Oak Investment Partners
Texas
$6.51K – – –
AW
1134
Avion Wealth
Texas
$6K – – –
AWM
1135
Aspire Wealth Management
Massachusetts
$5.61K – – –
HFM
1136
Hartford Financial Management
Connecticut
$3.46K – – –
BFA
1137
BBJS Financial Advisors
Washington
$2.77K – – –
AWM
1138
Abound Wealth Management
Tennessee
$2.7K – – –
CSWG
1139
Cardinal Strategic Wealth Guidance
Kentucky
$2.01K – – –
KFS
1140
Kelly Financial Services
Massachusetts
$900 +$948 +13 New
LCOV
1141
London Company of Virginia
Virginia
$281 -$328K -4,496 -100%
DT
1142
Daniels + Tansey
Delaware
$161 -$5.62M -77,032 -96%
PLU
1143
Performa Ltd (US)
South Carolina
$69 +$73 +1 New
V
1144
Veritable
Delaware
– -$149M -2,038,798 Closed
PCIG
1145
Partners Capital Investment Group
Massachusetts
– -$27.8M -380,748 Closed
CVA
1146
Ceredex Value Advisors
Florida
– -$20.2M -276,500 Closed
TAIM
1147
TD Ameritrade Investment Management
Nebraska
– -$11.2M -153,861 Closed
NWM
1148
NEIRG Wealth Management
Massachusetts
– -$3.85M -52,732 Closed
TA
1149
TFB Advisors
Kansas
– -$2.22M -30,459 Closed
MFP
1150
Meridian Financial Partners
Virginia
– -$1.84M -24,462 Closed
44 45
46
47 48