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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1301
Rockingstone Advisors
Massachusetts
$243K – – –
FG
1302
Fiduciary Group
Georgia
$241K – – –
HWM
1303
HighMark Wealth Management
Minnesota
$240K – – –
MCCP
1304
Mission Creek Capital Partners
California
$239K – – –
RF
1305
Rossby Financial
Florida
$239K -$18.1K -172 -7%
BRWM
1306
Blue Rock Wealth Management
North Carolina
$237K – – –
SIS
1307
Sound Income Strategies
Florida
$236K -$41.4K -394 -16%
IA
1308
Integrity Alliance
Iowa
$236K -$93.2K -886 -29%
TW
1309
Traveka Wealth
California
$235K -$105 -1 -0%
FWM
1310
Fonville Wealth Management
Virginia
$235K – – –
CHJWM
1311
Carlton Hofferkamp & Jenks Wealth Management
Texas
$233K – – –
SFS
1312
Strategic Financial Services
New York
$232K +$2.42K +23 +1%
IFO
1313
Independent Family Office
New York
$232K – – –
LWANC
1314
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K – – –
SFG
1315
Shum Financial Group
California
$231K +$220K +2,090 New
PCM
1316
Pointe Capital Management
Michigan
$230K – – –
BFWM
1317
Bright Futures Wealth Management
New York
$230K -$39.7K -377 -15%
TWM
1318
Topsail Wealth Management
North Carolina
$229K – – –
HL
1319
HeadInvest LLC
Maine
$228K +$217K +2,066 New
TIAAOA
1320
Teachers Insurance & Annuity Association of America
New York
$227K – – –
BCP
1321
Blue Chip Partners
Michigan
$227K -$316 -3 -0.1%
RS
1322
Retirement Solution
Washington
$226K +$216K +2,051 New
VBFP
1323
Valtinson Bruner Financial Planning
Minnesota
$226K +$216K +2,050 New
AIA
1324
Armor Investment Advisors
North Carolina
$225K – – –
HIS
1325
Horizon Investment Services
Indiana
$224K +$213K +2,027 New
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