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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1426
Private Wealth Management Group
New Jersey
$47K – – –
SWP
1427
SIMA Wealth Partners
Virginia
$46.8K -$5.38K -56 -10%
APW
1428
Atlantic Private Wealth
North Carolina
$44.9K – – –
PWM
1429
Provident Wealth Management
Tennessee
$44.3K – – –
PCFFS
1430
Pacific Center for Financial Services
California
$43.3K – – –
DCM
1431
Dorato Capital Management
Colorado
$43.1K +$41.2K +429 New
BW
1432
Basepoint Wealth
Iowa
$42.6K +$42.5K +442 New
TCM
1433
TD Capital Management
Tennessee
$42K +$42K +437 New
CRI
1434
Commonwealth Retirement Investments
Virginia
$41.5K +$41.4K +431 New
KFI
1435
Key Financial Inc
Pennsylvania
$40.7K -$33.7K -350 -45%
MFT
1436
Moisand Fitzgerald Tamayo
Florida
$40.2K – – –
AIM
1437
Anchor Investment Management
South Carolina
$40K -$72.5K -754 -64%
MWM
1438
Mascoma Wealth Management
New Hampshire
$39.1K – – –
RIA
1439
Realta Investment Advisors
Delaware
$38.6K – – –
WWM
1440
Wolff Wiese Magana
California
$38.4K +$96 +1 +0.3%
PWA
1441
Physician Wealth Advisors
Utah
$37.6K +$96 +1 +0.3%
PIS
1442
POM Investment Strategies
North Carolina
$37.5K +$37.5K +390 New
CFD
1443
Creative Financial Designs
Indiana
$37K -$17.8K -185 -33%
RWM
1444
Rialto Wealth Management
New York
$36.5K – – –
TFA
1445
Transamerica Financial Advisors
Florida
$36.1K -$19.5K -203 -35%
KFP
1446
Kerr Financial Planning
California
$33.4K – – –
RAM
1447
Reflection Asset Management
South Carolina
$33K +$32.3K +336 New
AG
1448
AmeriFlex Group
Nevada
$31.3K -$31.2K -325 -50%
RFP
1449
Root Financial Partners
California
$31K -$81.1K -843 -72%
TTIC
1450
Tower Trust & Investment Company
Iowa
$30.8K – – –
56 57
58
59 60