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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PJB
251
Paul John Balson
California
$2.73M +$210K +3,304 +9%
AMG
252
Asset Management Group
Connecticut
$2.73M +$8.66K +136 +0.3%
CWA
253
Clarus Wealth Advisors
Arizona
$2.73M -$217K -3,406 -8%
GHAM
254
Gilman Hill Asset Management
Connecticut
$2.67M – – –
SWP
255
Stratos Wealth Partners
Ohio
$2.66M +$13.1K +206 +0.5%
EWM
256
Evercore Wealth Management
New York
$2.66M +$58.6K +920 +2%
CL
257
Choreo LLC
Illinois
$2.65M +$382 +6 +0%
AL
258
Aspiriant LLC
California
$2.63M +$47.6K +748 +2%
FHC
259
First Horizon Corporation
Tennessee
$2.63M -$608K -9,550 -20%
WB
260
Webster Bank
Connecticut
$2.63M -$12.7K -200 -0.5%
SNT
261
Security National Trust
West Virginia
$2.56M – – –
QCG
262
Quadrant Capital Group
Ohio
$2.55M -$505K -7,934 -18%
DTC
263
Davidson Trust Company
Washington
$2.5M – – –
BWM
264
BT Wealth Management
Georgia
$2.48M -$43.4K -682 -2%
SPC
265
Sigma Planning Corp
Michigan
$2.45M +$32.1K +504 +1%
SC
266
SouthState Corp
Florida
$2.45M +$190K +2,978 +9%
ECM
267
Elgethun Capital Management
South Dakota
$2.44M +$7.71K +121 +0.3%
DY
268
Dowling & Yahnke
California
$2.43M -$37.2K -584 -2%
FAG
269
Financial Advisory Group
Texas
$2.42M – – –
EIG
270
Ellenbecker Investment Group
Wisconsin
$2.4M -$156K -2,455 -7%
GT
271
Glenmede Trust
Pennsylvania
$2.38M -$487K -7,638 -18%
OCM
272
One Capital Management
California
$2.36M -$41.1K -645 -2%
CTA
273
Chesley Taft & Associates
Illinois
$2.34M – – –
FANJ
274
Financial Architects (New Jersey)
New Jersey
$2.32M -$2.67K -42 -0.1%
ZIM
275
Zacks Investment Management
Illinois
$2.31M +$2.14M +33,647 New
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