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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
251
Aspiriant LLC
California
$2.16M -$51.7K -909 -2%
EIG
252
Ellenbecker Investment Group
Wisconsin
$2.15M -$115K -2,025 -5%
GWM
253
Geneos Wealth Management
Colorado
$2.14M -$200K -3,515 -8%
SNT
254
Security National Trust
West Virginia
$2.14M – – –
BWM
255
BT Wealth Management
Georgia
$2.12M +$1.42K +25 +0.1%
NFG
256
Nadler Financial Group
Illinois
$2.11M -$6.83K -120 -0.3%
VCM
257
Vivaldi Capital Management
Illinois
$2.1M – – –
PJB
258
Paul John Balson
California
$2.1M -$321K -5,641 -13%
DTC
259
Davidson Trust Company
Washington
$2.09M – – –
DY
260
Dowling & Yahnke
California
$2.06M +$23K +404 +1%
EFS
261
Essex Financial Services
Connecticut
$2.04M +$433K +7,614 +27%
ECM
262
Elgethun Capital Management
South Dakota
$2.03M – – –
FAG
263
Financial Advisory Group
Texas
$2.03M – – –
SPC
264
Sigma Planning Corp
Michigan
$2.02M -$87.2K -1,532 -4%
OCM
265
One Capital Management
California
$2.01M +$54.1K +951 +3%
CC
266
Courier Capital
New York
$2.01M +$84K +1,475 +5%
CTA
267
Chesley Taft & Associates
Illinois
$1.96M – – –
FANJ
268
Financial Architects (New Jersey)
New Jersey
$1.94M -$38.8K -682 -2%
TC
269
Telemus Capital
Michigan
$1.94M -$60.1K -1,056 -3%
PMG
270
Private Management Group
California
$1.93M – – –
EVM
271
Eaton Vance Management
Massachusetts
$1.91M -$11.4K -200 -0.6%
ACA
272
Anchor Capital Advisors
Massachusetts
$1.91M – – –
MCWS
273
McKinley Carter Wealth Services
West Virginia
$1.88M -$25.4K -446 -1%
SC
274
SouthState Corp
Florida
$1.88M -$78.4K -1,377 -4%
DWM
275
Dakota Wealth Management
Florida
$1.86M -$83.7K -1,471 -4%
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