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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1126
Serenus Wealth Advisors
California
$248K +$255K +2,808 New
TM
1127
TigerOak Management
New Mexico
$248K +$255K +2,807 New
AMM
1128
American Money Management
California
$248K – – –
TH
1129
TCTC Holdings
Texas
$247K – – –
NA
1130
Nautilus Advisors
California
$246K +$253K +2,787 New
OW
1131
Olistico Wealth
Oklahoma
$245K +$363 +4 +0.1%
TWG
1132
The Wealth Group
Minnesota
$243K – – –
AC
1133
Asio Capital
Kentucky
$242K +$39.4K +434 +19%
ACS
1134
Archford Capital Strategies
Illinois
$241K +$2.36K +26 +1%
HWM
1135
HighMark Wealth Management
Minnesota
$241K – – –
PCTC
1136
Perkins Coie Trust Company
Washington
$240K – – –
GFA
1137
Gallagher Fiduciary Advisors
Illinois
$240K +$246K +2,711 New
HWM
1138
Horizons Wealth Management
North Carolina
$239K – – –
AWC
1139
Abundance Wealth Counselors
Pennsylvania
$239K -$19.5K -215 -7%
AIM
1140
Aspen Investment Management
Michigan
$239K – – –
AW
1141
Alaethes Wealth
Nevada
$239K – – –
SIG
1142
Sky Investment Group
Connecticut
$239K – – –
TIM
1143
Tortoise Investment Management
New York
$239K – – –
MIAS
1144
Mason Investment Advisory Services
Virginia
$238K +$182 +2 +0.1%
JA
1145
JVL Associates
Michigan
$237K – – –
PWM
1146
Partners Wealth Management
California
$236K +$242K +2,666 New
FG
1147
Fairman Group
Pennsylvania
$236K -$48.5K -534 -17%
ML
1148
McAdam LLC
Pennsylvania
$235K +$25.3K +279 +12%
MIA
1149
MainStreet Investment Advisors
Illinois
$235K – – –
FWA
1150
FSM Wealth Advisors
Ohio
$234K – – –
44 45
46
47 48