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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1276
Regal Investment Advisors
Michigan
$220K +$226K +2,261 New
CW
1277
Code Waechter
Florida
$219K -$9.69K -97 -4%
RYIA
1278
Roehl & Yi Investment Advisors
Oregon
$219K – – –
TW
1279
Tempo Wealth
Ohio
$219K +$599 +6 +0.3%
MIP
1280
Marietta Investment Partners
Wisconsin
$218K – – –
S
1281
Sachetta
Massachusetts
$218K – – –
BIA
1282
Barry Investment Advisors
Massachusetts
$217K +$400 +4 +0.2%
EWM
1283
Elevation Wealth Management
Minnesota
$217K -$2.4K -24 -1%
FG
1284
Fairman Group
Pennsylvania
$216K +$400 +4 +0.2%
FCM
1285
Firestone Capital Management
Florida
$216K – – –
MAS
1286
Meeder Advisory Services
Ohio
$216K +$222K +2,219 New
PCS
1287
Personal CFO Solutions
New Jersey
$216K -$70.2K -703 -24%
SFO
1288
Stokes Family Office
Louisiana
$215K – – –
LWMI
1289
Legacy Wealth Management (Idaho)
Idaho
$214K +$94.4K +945 +75%
SIM
1290
Samara Investment Management
Oregon
$214K +$220K +2,201 New
RA
1291
Rockingstone Advisors
Massachusetts
$214K – – –
TA
1292
TruWealth Advisors
Louisiana
$214K -$25.4K -254 -10%
EF
1293
Empowered Funds
Pennsylvania
$213K +$219K +2,189 New
FG
1294
Fiduciary Group
Georgia
$213K – – –
MWM
1295
Marion Wealth Management
Pennsylvania
$213K – – –
HWM
1296
HighMark Wealth Management
Minnesota
$211K -$55.1K -552 -20%
PWP
1297
Principle Wealth Partners
Connecticut
$211K -$37.1K -371 -15%
MCCP
1298
Mission Creek Capital Partners
California
$211K – – –
BRWM
1299
Blue Rock Wealth Management
North Carolina
$209K +$215K +2,149 New
CTA
1300
Clear Trail Advisors
Texas
$208K -$4.5K -45 -2%
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