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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Baldwin Wealth Partners
Massachusetts
$220K -$4.92K -57 -2%
DF
1202
Dunhill Financial
United Kingdom
$220K +$5.79K +67 +3%
HP
1203
Hilltop Partners
Indiana
$220K +$206K +2,387 New
AFP
1204
Advus Financial Partners
Florida
$219K +$1.73K +20 +0.8%
RBC
1205
Romano Brothers & Co
Illinois
$218K – – –
BAM
1206
Berkshire Asset Management
Pennsylvania
$218K – – –
CCMI
1207
Creative Capital Management Investments
California
$218K – – –
FG
1208
Fiduciary Group
Georgia
$218K +$205K +2,368 New
AC
1209
Apella Capital
Connecticut
$218K +$202K +2,339 New
BG
1210
Bollard Group
Massachusetts
$217K +$346 +4 +0.2%
CMP
1211
Courage Miller Partners
Virginia
$216K – – –
WCM
1212
Warburton Capital Management
Oklahoma
$215K +$196K +2,272 New
TSWM
1213
Tyler-Stone Wealth Management
Ohio
$215K +$201K +2,332 New
FCIM
1214
Fairview Capital Investment Management
California
$214K +$201K +2,328 New
DPW
1215
DiNuzzo Private Wealth
Pennsylvania
$214K – – –
TWM
1216
Tradition Wealth Management
Minnesota
$214K +$201K +2,324 New
CIA
1217
Compass Ion Advisors
Pennsylvania
$213K +$200K +2,316 New
P
1218
Pitcairn
Pennsylvania
$213K +$200K +2,312 New
OFS
1219
OneAscent Financial Services
Alabama
$212K +$198K +2,295 New
WG
1220
Welch Group
Alabama
$212K +$199K +2,304 New
AIM
1221
Athena Investment Management
California
$211K +$199K +2,299 New
RWM
1222
Ritholtz Wealth Management
New York
$211K -$43.5K -504 -18%
BFWA
1223
Benchmark Financial Wealth Advisors
Florida
$210K +$198K +2,288 New
OW
1224
Olistico Wealth
Oklahoma
$210K -$259 -3 -0.1%
MIA
1225
MainStreet Investment Advisors
Illinois
$210K +$197K +2,283 New
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49
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