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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
1151
Shared Vision Wealth Group
United States
$294K +$5.19K +54 +2%
MSWA
1152
Marshall & Sterling Wealth Advisors
New York
$293K – – –
1IA
1153
1834 Investment Advisors
Wisconsin
$292K – – –
UIA
1154
Ulland Investment Advisors
Minnesota
$291K – – –
TA
1155
TPG Advisors
Illinois
$291K – – –
ACA
1156
AllStreet Capital Advisors
California
$290K +$290K +3,012 New
DPI
1157
Diversified Portfolios Inc
Michigan
$290K -$12.5K -130 -4%
DFA
1158
DHJJ Financial Advisors
Illinois
$289K – – –
THL
1159
Tillman Hartley LLC
Colorado
$289K +$288K +3,000 New
GWM
1160
GSB Wealth Management
Connecticut
$286K – – –
CIAS
1161
CFS Investment Advisory Services
New Jersey
$286K +$5.67K +59 +2%
GGS
1162
Galvin Gaustad & Stein
Arizona
$285K – – –
AIA
1163
Accelerate Investment Advisors
California
$285K +$2.4K +25 +0.9%
T
1164
Tableaux
Massachusetts
$285K -$285K -2,960 -50%
RHP
1165
Royal Harbor Partners
Texas
$284K -$3.75K -39 -1%
FBT
1166
First Bank & Trust
South Dakota
$283K -$13.4K -139 -5%
IDBONY
1167
Israel Discount Bank of New York
New York
$282K -$201K -2,089 -42%
SWRP
1168
Summit Wealth & Retirement Planning
California
$282K – – –
PCS
1169
Personal CFO Solutions
New Jersey
$281K +$67.6K +703 +32%
TVAMP
1170
Tennessee Valley Asset Management Partners
Tennessee
$281K -$26.9K -280 -9%
TC
1171
TAGStone Capital
North Carolina
$281K – – –
PAW
1172
Plan A Wealth
Nebraska
$281K – – –
AF
1173
ASL Financial
California
$280K +$280K +2,913 New
CWA
1174
Crusonia Wealth Advisors
Colorado
$280K +$280K +2,911 New
CP
1175
Castleview Partners
Texas
$280K +$279K +2,906 New
45 46
47
48 49