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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1426
Gerber Kawasaki Wealth & Investment Management
California
$104K +$98.7K +938 New
GCP
1427
Gill Capital Partners
Colorado
$103K – – –
MAM
1428
Morse Asset Management
Connecticut
$101K – – –
MS
1429
Monetary Solutions
Ohio
$101K – – –
RF
1430
Roxbury Financial
New Jersey
$98.6K +$10.3K +98 +12%
BWL
1431
Bogart Wealth LLC
Virginia
$93.6K +$105 +1 +0.1%
WETS
1432
Wealth Enhancement Trust Services
South Dakota
$92K +$66.3K +630 +309%
CIS
1433
Custom Index Systems
New York
$91.9K +$87.6K +833 New
ITG
1434
Index Technologies Group
New York
$91.9K +$87.6K +833 New
TWIM
1435
TIAA Wealth Investment Management
New York
$88.6K +$10.5K +100 +14%
PWPS
1436
Pinnacle Wealth Planning Services
Ohio
$88.3K – – –
WTA
1437
Washington Trust Advisors
Massachusetts
$88K +$1.37K +13 +2%
ECA
1438
Elevated Capital Advisors
Utah
$87.5K – – –
1IA
1439
1620 Investment Advisors
Massachusetts
$84.1K +$80.1K +762 New
BWS
1440
Buck Wealth Strategies
Colorado
$82.2K +$78.4K +745 New
RPA
1441
Redwood Park Advisors
California
$81.6K – – –
HWP
1442
Highline Wealth Partners
California
$81.4K – – –
PAI
1443
Pittenger & Anderson Inc
Nebraska
$80.4K +$1.68K +16 +2%
QWM
1444
Quaker Wealth Management
New Jersey
$75.7K – – –
ACA
1445
American Capital Advisory
Idaho
$74.5K – – –
GJIA
1446
Glass Jacobson Investment Advisors
Maryland
$73.8K +$105 +1 +0.1%
HFS
1447
Hughes Financial Services
Virginia
$73.7K – – –
W
1448
WealthCollab
Washington
$73.3K – – –
CFO
1449
Colony Family Offices
North Carolina
$70.4K – – –
SWP
1450
Strategic Wealth Partners
Ohio
$66.2K – – –
56 57
58
59 60