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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
276
Compton Wealth Advisory Group
Virginia
$2.96M -$71.5K -1,060 -2%
PFM
277
Phillips Financial Management
Indiana
$2.95M -$18.7K -278 -0.6%
PCA
278
Pallas Capital Advisors
Massachusetts
$2.9M -$14.4K -214 -0.5%
SFG
279
Summit Financial Group
West Virginia
$2.86M -$146K -2,160 -5%
PGFC
280
Peapack-Gladstone Financial Corp
New Jersey
$2.84M +$298K +4,420 +12%
TCM
281
Twele Capital Management
Minnesota
$2.79M – – –
MWP
282
MYCIO Wealth Partners
Pennsylvania
$2.75M -$541K -8,028 -16%
RWA
283
Ropes Wealth Advisors
Massachusetts
$2.75M – – –
SWM
284
Spire Wealth Management
Virginia
$2.75M +$165K +2,447 +6%
AMG
285
Asset Management Group
Connecticut
$2.73M +$25.2K +373 +0.9%
BFG
286
Baron Financial Group
New Jersey
$2.71M +$411K +6,090 +18%
QCG
287
Quadrant Capital Group
Ohio
$2.71M -$1.01K -15 -0%
GHAM
288
Gilman Hill Asset Management
Connecticut
$2.71M +$541K +8,029 +25%
DP
289
Denver PWM
Colorado
$2.7M +$953K +14,127 +54%
HWM
290
HB Wealth Management
Georgia
$2.69M +$371K +5,503 +16%
IDBONY
291
Israel Discount Bank of New York
New York
$2.66M -$164K -2,430 -6%
CL
292
Choreo LLC
Illinois
$2.65M -$91.8K -1,362 -3%
TC
293
Telemus Capital
Michigan
$2.65M -$40.5K -600 -2%
AL
294
Aspiriant LLC
California
$2.61M -$10.9K -162 -0.4%
MC
295
Middleton & Co
Massachusetts
$2.53M +$5.73K +85 +0.2%
MAM
296
Mastrapasqua Asset Management
Tennessee
$2.53M +$2.53M +37,485 New
GWM
297
Geneos Wealth Management
Colorado
$2.53M +$98.7K +1,464 +4%
HCC
298
Hirtle Callaghan & Co
Pennsylvania
$2.53M -$51.6K -765 -2%
FC
299
FCA Corp
Texas
$2.51M -$115K -1,711 -4%
CRC
300
Curi RMB Capital
Illinois
$2.51M +$15.2K +225 +0.6%
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