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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1176
Berkshire Asset Management
Pennsylvania
$206K – – –
GWM
1177
GDS Wealth Management
Texas
$205K – – –
HGA
1178
Hobbs Group Advisors
South Carolina
$205K +$215K +2,410 New
HNWA
1179
Henrickson Nauta Wealth Advisors
Michigan
$204K +$232K +2,604 New
BAM
1180
Bellevue Asset Management
Washington
$203K +$38.4K +430 +22%
RBC
1181
Romano Brothers & Co
Illinois
$202K -$47.2K -529 -18%
CCMI
1182
Creative Capital Management Investments
California
$201K – – –
AFP
1183
Advus Financial Partners
Florida
$200K – – –
CMP
1184
Courage Miller Partners
Virginia
$200K – – –
BG
1185
Bollard Group
Massachusetts
$200K +$357 +4 +0.2%
MEG
1186
Millstone Evans Group
Colorado
$198K +$35.5K +398 +21%
DPW
1187
DiNuzzo Private Wealth
Pennsylvania
$198K – – –
DF
1188
Dunhill Financial
United Kingdom
$198K – – –
OW
1189
Olistico Wealth
Oklahoma
$195K -$43.1K -483 -17%
AG
1190
AmeriFlex Group
Nevada
$189K -$45.3K -508 -19%
CWC
1191
Carolinas Wealth Consulting
North Carolina
$183K +$446 +5 +0.2%
VBA
1192
von Borstel & Associates
Oregon
$181K +$191K +2,136 New
LWANC
1193
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K +$6.96K +78 +4%
TWM
1194
Topsail Wealth Management
North Carolina
$177K – – –
TIAAOA
1195
Teachers Insurance & Annuity Association of America
New York
$175K – – –
BCMLT
1196
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$30.7K +344 +20%
W
1197
WealthCollab
Washington
$166K – – –
WC
1198
Westwind Capital
New Mexico
$165K – – –
TC
1199
Truvestments Capital
Florida
$165K +$63.4K +711 +58%
BA
1200
Ballast Advisors
Minnesota
$161K -$24K -269 -12%
46 47
48
49 50