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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
251
Nadler Financial Group
Illinois
$3.61M +$240K +3,114 +7%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$3.59M +$85.8K +1,115 +2%
SJIM
253
St. Johns Investment Management
Florida
$3.56M -$19K -247 -0.5%
TCM
254
Twele Capital Management
Minnesota
$3.55M +$7.7K +100 +0.2%
VR
255
Viridian RIA
Washington
$3.54M -$3.38M -43,856 Closed
CAC
256
Certified Advisory Corp
Florida
$3.53M -$26.6K -345 -0.8%
FPS
257
Fieldpoint Private Securities
Connecticut
$3.52M +$336K +4,368 +11%
HSA
258
HBK Sorce Advisory
Pennsylvania
$3.52M +$428K +5,563 +14%
RWA
259
Ropes Wealth Advisors
Massachusetts
$3.5M -$31.6K -410 -0.9%
PFM
260
Phillips Financial Management
Indiana
$3.5M -$148K -1,921 -4%
SFG
261
Summit Financial Group
West Virginia
$3.44M +$189K +2,456 +6%
NWM
262
NEIRG Wealth Management
Massachusetts
$3.42M +$720K +9,360 +27%
HH
263
Hilltop Holdings
Texas
$3.41M -$18.6M -241,934 -85%
BB
264
Busey Bank
Illinois
$3.37M -$150K -1,954 -4%
PCA
265
Pallas Capital Advisors
Massachusetts
$3.35M -$1.01M -13,132 -23%
AAS
266
Ameritas Advisory Services
Nebraska
$3.35M +$149K +1,935 +5%
IDBONY
267
Israel Discount Bank of New York
New York
$3.35M +$155K +2,016 +5%
SWM
268
Southern Wealth Management
Texas
$3.29M +$1.62M +21,076 +100%
HCMT
269
Highland Capital Management (Tennessee)
Tennessee
$3.25M +$209K +2,717 +7%
QCG
270
Quadrant Capital Group
Ohio
$3.24M -$33.1K -430 -1%
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$3.17M +$847 +11 +0%
LSAG
272
Lake Street Advisors Group
New Hampshire
$3.14M -$75.8K -985 -2%
AL
273
Aspiriant LLC
California
$3.13M -$45K -584 -1%
SVWAG
274
Sound View Wealth Advisors Group
Georgia
$3.13M +$25.4K +330 +0.8%
AMG
275
Asset Management Group
Connecticut
$3.12M +$8.39K +109 +0.3%
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