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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1401
Financial Perspectives
Minnesota
$134K – – –
CCM
1402
Chilton Capital Management
Texas
$130K -$11.3K -107 -8%
AT
1403
Avalon Trust
New Mexico
$127K -$46.9K -446 -28%
TC
1404
Truvestments Capital
Florida
$126K – – –
MNA
1405
Manning & Napier Advisors
New York
$124K – – –
AF
1406
Align Financial
Minnesota
$124K – – –
CI
1407
CX Institutional
Indiana
$121K +$210 +2 +0.2%
CFD
1408
Creative Financial Designs
Indiana
$120K +$73.8K +702 +183%
NRC
1409
New Republic Capital
North Carolina
$116K +$210 +2 +0.2%
IWMA
1410
Ironwood Wealth Management (Arizona)
Arizona
$115K -$323K -3,068 -75%
SEP
1411
Signature Equity Partners
Ohio
$115K +$41.5K +395 +61%
WFA
1412
West Financial Advisors
Iowa
$115K – – –
AIA
1413
Arcadia Investment Advisors
Idaho
$115K – – –
FDW
1414
Fourth Dimension Wealth
Ohio
$114K – – –
SAM
1415
Smartleaf Asset Management
Massachusetts
$114K – – –
PSB
1416
Piscataqua Savings Bank
New Hampshire
$110K – – –
3IP
1417
3Chopt Investment Partners
Virginia
$110K +$105K +1,000 New
CFP
1418
Comprehensive Financial Planning
Pennsylvania
$110K +$210 +2 +0.2%
FWA
1419
Flagship Wealth Advisors
Massachusetts
$108K +$91.7K +872 +800%
BC
1420
Barrett & Company
Rhode Island
$108K +$24K +228 +30%
KFP
1421
Kroeger Financial Partners
California
$107K +$102K +972 New
EWP
1422
Elevation Wealth Partners
California
$106K – – –
SNB
1423
Security National Bank
Nebraska
$106K – – –
CC
1424
Corsicana & Co
Texas
$105K – – –
SIM
1425
Synergy Investment Management
Florida
$104K +$60K +570 +151%
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58 59