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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
251
Essex Financial Services
Connecticut
$5.94M +$38.3K +398 +0.6%
SFG
252
Sunburst Financial Group
Alabama
$5.92M +$2.5K +26 +0%
FNBT
253
FineMark National Bank & Trust
Florida
$5.88M -$18.8K -196 -0.3%
PCG
254
Prosperity Consulting Group
Maryland
$5.82M +$1.01M +10,513 +21%
TFCP
255
Twin Focus Capital Partners
Massachusetts
$5.78M -$4.9K -51 -0.1%
CWG
256
Cornerstone Wealth Group
North Carolina
$5.76M -$711K -7,390 -11%
GRP
257
Global Retirement Partners
California
$5.75M +$2.13M +22,192 +59%
TCM
258
Triumph Capital Management
Colorado
$5.74M +$126K +1,311 +2%
NEPWA
259
New England Private Wealth Advisors
Massachusetts
$5.73M +$22.6K +235 +0.4%
SJIM
260
St. Johns Investment Management
Florida
$5.7M +$261K +2,710 +5%
MAA
261
Matrix Asset Advisors
New York
$5.67M +$87.5K +910 +2%
EW
262
Evoke Wealth
California
$5.66M +$3.27K +34 +0.1%
TCWA
263
Turtle Creek Wealth Advisors
Texas
$5.65M +$218K +2,272 +4%
CWM
264
Cahaba Wealth Management
Georgia
$5.58M +$26.4K +275 +0.5%
SVWAG
265
Sound View Wealth Advisors Group
Georgia
$5.55M -$170K -1,764 -3%
NAM
266
NTV Asset Management
West Virginia
$5.47M -$673 -7 -0%
CPSC
267
Carl P. Sherr & Co
Massachusetts
$5.47M +$206K +2,144 +4%
OCM
268
One Capital Management
California
$5.47M +$3.45M +35,835 +171%
CPSAC
269
Chas P. Smith & Associates (CPS)
Florida
$5.45M +$993K +10,323 +22%
SAM
270
Silvercrest Asset Management
New York
$5.42M +$161K +1,674 +3%
CP
271
Canopy Partners
Ohio
$5.41M -$11.6K -121 -0.2%
CCA
272
Conservest Capital Advisors
Pennsylvania
$5.4M -$15.9K -165 -0.3%
AIM
273
Acropolis Investment Management
Missouri
$5.38M -$22K -229 -0.4%
SAG
274
SageView Advisory Group
California
$5.37M +$360K +3,741 +7%
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M -$622K -6,467 -10%
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