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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1226
Independent Family Office
New York
$203K +$199K +2,100 New
PCM
1227
Pointe Capital Management
Michigan
$202K +$198K +2,087 New
ML
1228
McAdam LLC
Pennsylvania
$201K +$197K +2,081 New
TCOO
1229
Trust Company of Oklahoma
Oklahoma
$201K +$197K +2,080 New
TWM
1230
Topsail Wealth Management
North Carolina
$200K – – –
SA
1231
Stewardship Advisors
Pennsylvania
$200K +$197K +2,074 New
TIAAOA
1232
Teachers Insurance & Annuity Association of America
New York
$199K – – –
CAL
1233
Capital Advisors Ltd
Ohio
$198K +$19.6K +207 +11%
WC
1234
Westwind Capital
New Mexico
$188K – – –
MEG
1235
Millstone Evans Group
Colorado
$187K – – –
MCI
1236
MRP Capital Investments
Georgia
$179K -$59.2K -625 -24%
VNA
1237
Valley National Advisers
Pennsylvania
$175K -$196K -2,068 -53%
IF
1238
Integrity Financial
Wyoming
$174K – – –
PPA
1239
Painted Porch Advisors
California
$174K – – –
LFA
1240
LGT Financial Advisors
Texas
$171K +$569 +6 +0.3%
HPIA
1241
Hamilton Point Investment Advisors
North Carolina
$170K +$19.3K +204 +13%
SWP
1242
Strategic Wealth Partners
Ohio
$161K -$135K -1,419 -46%
BA
1243
Ballast Advisors
Minnesota
$159K -$21.9K -231 -12%
HBW
1244
Hazlett, Burt & Watson
West Virginia
$157K -$11.5K -121 -7%
LWCFA
1245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K +$35.1K +370 +31%
CFO
1246
CVA Family Office
Colorado
$149K – – –
FFL
1247
Financial Freedom LLC
Ohio
$148K +$284 +3 +0.2%
EDRH
1248
Edmond de Rothschild Holding
Switzerland
$147K – – –
MAFA
1249
MJT & Associates Financial Advisory
Minnesota
$145K – – –
NRC
1250
New Republic Capital
North Carolina
$142K +$190 +2 +0.1%
48 49
50
51 52