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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
276
Quadrant Capital Group
Ohio
$2.5M -$64.3K -935 -2%
AMG
277
Asset Management Group
Connecticut
$2.49M – – –
SPC
278
Sigma Planning Corp
Michigan
$2.43M +$42K +611 +2%
TC
279
Telemus Capital
Michigan
$2.43M – – –
FC
280
FCA Corp
Texas
$2.42M -$45.7K -665 -2%
AL
281
Aspiriant LLC
California
$2.42M -$162K -2,348 -6%
SWM
282
Spire Wealth Management
Virginia
$2.38M -$118K -1,718 -4%
HCC
283
Hirtle Callaghan & Co
Pennsylvania
$2.38M -$2.73M -39,692 -51%
PGFC
284
Peapack-Gladstone Financial Corp
New Jersey
$2.34M -$11.4K -166 -0.4%
MC
285
Middleton & Co
Massachusetts
$2.33M -$783K -11,380 -23%
LNC
286
Lincoln National Corp
Pennsylvania
$2.31M -$11.4K -166 -0.4%
HCMT
287
Highland Capital Management (Tennessee)
Tennessee
$2.31M -$264K -3,842 -9%
BWA
288
Beam Wealth Advisors
Louisiana
$2.31M -$9.08K -132 -0.4%
CRC
289
Curi RMB Capital
Illinois
$2.3M -$38.6K -561 -1%
DTC
290
Davidson Trust Company
Washington
$2.26M – – –
BFO
291
Boston Family Office
Massachusetts
$2.26M – – –
LSAG
292
Lake Street Advisors Group
New Hampshire
$2.24M -$167K -2,430 -6%
GWM
293
Geneos Wealth Management
Colorado
$2.24M -$271K -3,941 -10%
AI
294
Atria Investments
North Carolina
$2.22M -$226K -3,284 -8%
ECM
295
Elgethun Capital Management
South Dakota
$2.22M -$31.1K -452 -1%
EVM
296
Eaton Vance Management
Massachusetts
$2.21M -$688 -10 -0%
FAG
297
Financial Advisory Group
Texas
$2.2M – – –
SC
298
SouthState Corp
Florida
$2.19M +$33.9K +493 +1%
GIA
299
Gladstone Institutional Advisory
Florida
$2.18M -$26.1K -380 -1%
AWS
300
Atria Wealth Solutions
New York
$2.16M +$1.3M +18,863 +119%
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