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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1226
Silverleafe Capital Partners
Tennessee
$291K – – –
AIP
1227
ARS Investment Partners
New York
$291K – – –
SA
1228
SoundView Advisors
Washington
$291K – – –
TWM
1229
Thrive Wealth Management
Pennsylvania
$291K +$105 +1 +0%
GL
1230
Gerber LLC
Ohio
$290K +$277K +2,630 New
SFGP
1231
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$289K +$276K +2,622 New
DF
1232
Dunhill Financial
United Kingdom
$288K +$3.68K +35 +1%
RF
1233
Robbins Farley
New Hampshire
$288K +$274K +2,608 New
OCG
1234
Opus Capital Group
Ohio
$287K +$274K +2,605 New
AT
1235
American Trust
Kentucky
$287K -$9.99K -95 -4%
CWS
1236
Confluence Wealth Services
Pennsylvania
$287K +$33.4K +318 +14%
IC
1237
Iconiq Capital
California
$286K – – –
SVWG
1238
Shared Vision Wealth Group
United States
$286K -$5.89K -56 -2%
PCA
1239
Peddock Capital Advisors
Massachusetts
$286K – – –
ICMM
1240
Integrated Capital Management (Michigan)
Michigan
$284K +$10.2K +97 +4%
FWA
1241
FSM Wealth Advisors
Ohio
$284K – – –
TI
1242
Tidal Investments
Wisconsin
$283K +$270K +2,566 New
PSF
1243
Pacific Sun Financial
California
$283K – – –
MWP
1244
Madison Wealth Partners
Wisconsin
$282K +$269K +2,556 New
FFG
1245
Frisch Financial Group
New York
$280K -$59.5K -566 -18%
LI
1246
LVZ Inc
Michigan
$280K +$3.79K +36 +1%
FWM
1247
Fingerlakes Wealth Management
New York
$279K +$736 +7 +0.3%
SIG
1248
Sky Investment Group
Connecticut
$279K – – –
WG
1249
Welch Group
Alabama
$278K +$6.94K +66 +3%
MIAS
1250
Mason Investment Advisory Services
Virginia
$278K -$186K -1,764 -41%
48 49
50
51 52