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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
226
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.92M +$1.05M +11,786 +21%
NFG
227
Nadler Financial Group
Illinois
$5.87M +$38.8K +435 +0.6%
CWP
228
CFM Wealth Partners
Texas
$5.85M +$981 +11 +0%
WW
229
Westshore Wealth
California
$5.85M -$289K -3,240 -4%
SA
230
Sincerus Advisory
New York
$5.65M +$137K +1,533 +2%
CWM
231
Chesapeake Wealth Management
Virginia
$5.64M -$280K -3,144 -5%
CGPCS
232
Capital Group Private Client Services
California
$5.56M +$649K +7,275 +13%
FCI
233
Financial Counselors Inc
Kansas
$5.52M +$2.15M +24,120 +59%
EFS
234
Essex Financial Services
Connecticut
$5.46M +$40.1K +450 +0.7%
OGF
235
Orin Green Financial
California
$5.43M +$6.16M +69,076 New
MWM
236
Modera Wealth Management
New Jersey
$5.41M -$149K -1,668 -3%
SWM
237
Shelton Wealth Management
Texas
$5.41M -$318K -3,566 -5%
AWS
238
Atria Wealth Solutions
New York
$5.4M -$1.29M -14,462 -19%
BWA
239
Beam Wealth Advisors
Louisiana
$5.38M -$154K -1,730 -3%
TTWM
240
TCV Trust & Wealth Management
Virginia
$5.31M -$125K -1,407 -2%
SVWAG
241
Sound View Wealth Advisors Group
Georgia
$5.3M -$105K -1,176 -2%
KAM
242
Knightsbridge Asset Management
California
$5.3M -$199K -2,231 -3%
S
243
Sachetta
Massachusetts
$5.27M +$30K +336 +0.5%
CP
244
Canopy Partners
Ohio
$5.25M -$1.18M -13,199 -18%
SFG
245
Sunburst Financial Group
Alabama
$5.25M -$25.8K -289 -0.5%
ANC
246
Ames National Corp
Iowa
$5.24M -$19.2K -215 -0.3%
TFCP
247
Twin Focus Capital Partners
Massachusetts
$5.15M +$2.23K +25 +0%
WB
248
WesBanco Bank
West Virginia
$5.11M -$38K -426 -0.7%
TCM
249
Triumph Capital Management
Colorado
$5.09M +$63.9K +717 +1%
FNBT
250
FineMark National Bank & Trust
Florida
$5.09M -$97.6K -1,094 -2%
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