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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
226
Fiducient Advisors
Illinois
$2.1M +$1.12M +20,391 +72%
NEPWA
227
New England Private Wealth Advisors
Massachusetts
$2.08M -$41.8K -760 -2%
SWA
228
Sutton Wealth Advisors
Florida
$2.07M +$293K +5,323 +12%
CWP
229
CFM Wealth Partners
Texas
$2.06M +$6.27K +114 +0.2%
APA
230
American Portfolios Advisors
New York
$2.06M -$6.33K -115 -0.2%
SWP
231
Stratos Wealth Partners
Ohio
$2.02M -$484K -8,794 -16%
PFM
232
Phillips Financial Management
Indiana
$1.99M -$8.97K -163 -0.3%
NP
233
NorthRock Partners
Minnesota
$1.96M -$2.14M -38,792 -46%
EWM
234
Evercore Wealth Management
New York
$1.94M -$731K -13,274 -23%
DW
235
Domani Wealth
Pennsylvania
$1.89M +$1.84M +33,373 +324%
AL
236
Aspiriant LLC
California
$1.88M -$93.4K -1,697 -4%
PJB
237
Paul John Balson
California
$1.86M +$2.38M +43,171 New
BWA
238
Beam Wealth Advisors
Louisiana
$1.85M +$2.36M +42,868 New
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$1.84M +$14.4K +261 +0.6%
HCMT
240
Highland Capital Management (Tennessee)
Tennessee
$1.83M -$226K -4,110 -9%
WAM
241
Weatherly Asset Management
California
$1.8M -$1.19M -21,650 -34%
GWM
242
Geneos Wealth Management
Colorado
$1.78M -$101K -1,835 -4%
AMG
243
Asset Management Group
Connecticut
$1.74M – – –
PCG
244
Private Capital Group
Connecticut
$1.73M -$721K -13,106 -25%
PBO
245
Peoples Bank (Ohio)
Ohio
$1.71M +$29.3K +533 +1%
A
246
AdvicePeriod
California
$1.7M -$67.1K -1,220 -3%
CL
247
Choreo LLC
Illinois
$1.7M -$379K -6,895 -15%
NFG
248
Nadler Financial Group
Illinois
$1.7M -$281K -5,100 -11%
GHAM
249
Gilman Hill Asset Management
Connecticut
$1.69M +$14.6K +265 +0.7%
EIG
250
Ellenbecker Investment Group
Wisconsin
$1.68M -$13.3K -242 -0.6%
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