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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
276
Tiedemann Advisors
New York
$1.69M – – –
ASN
277
Advisory Services Network
Georgia
$1.66M – – –
SPC
278
Sigma Planning Corp
Michigan
$1.66M +$20.3K +363 +1%
WAG
279
Winthrop Advisory Group
Massachusetts
$1.64M +$894 +16 +0.1%
CT
280
Cambridge Trust
Massachusetts
$1.62M -$14.1K -252 -0.9%
BKA
281
Brick & Kyle Associates
Pennsylvania
$1.61M +$199K +3,565 +14%
MIAN
282
Mariner Independent Advisor Network
Kansas
$1.61M -$2.99M -53,425 -65%
LW
283
Linscomb Wealth
Texas
$1.6M – – –
VCM
284
Vivaldi Capital Management
Illinois
$1.6M – – –
FA
285
Fiducient Advisors
Illinois
$1.58M +$27K +483 +2%
AWM
286
AE Wealth Management
Kansas
$1.57M +$727K +13,000 +86%
WIA
287
Wealthstreet Investment Advisors
Texas
$1.56M -$1.36M -24,299 -47%
FHA
288
First Horizon Advisors
Tennessee
$1.55M +$16.6K +297 +1%
LWAC
289
Laurel Wealth Advisors (California)
California
$1.55M +$197K +3,527 +15%
AC
290
Abbrea Capital
California
$1.52M -$40K -715 -3%
HPWM
291
Highland Private Wealth Management
Washington
$1.51M – – –
CA
292
Calton & Associates
Florida
$1.5M +$391 +7 +0%
MSA
293
Mason Street Advisors
Wisconsin
$1.48M – – –
EFS
294
Essex Financial Services
Connecticut
$1.47M +$699K +12,502 +90%
AI
295
Atria Investments
North Carolina
$1.47M +$1.08M +19,308 +275%
WP
296
WealthSource Partners
California
$1.47M -$359K -6,425 -20%
IAM
297
Iridian Asset Management
Connecticut
$1.45M +$123K +2,200 +9%
CCP
298
Corient Capital Partners
California
$1.44M +$224K +4,000 +18%
GBT
299
Grove Bank & Trust
Florida
$1.43M – – –
MCM
300
MAI Capital Management
Ohio
$1.43M -$83.7K -1,498 -6%
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