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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$1.79M +$1.47M +25,654 +576%
CT
302
Cambridge Trust
Massachusetts
$1.79M +$61.3K +1,068 +4%
BKA
303
Brick & Kyle Associates
Pennsylvania
$1.77M +$34.6K +603 +2%
WAG
304
Winthrop Advisory Group
Massachusetts
$1.77M +$21.9K +382 +1%
IWM
305
IHT Wealth Management
Illinois
$1.76M -$42.8K -745 -2%
LWAC
306
Laurel Wealth Advisors (California)
California
$1.73M +$77.6K +1,352 +5%
EFS
307
Essex Financial Services
Connecticut
$1.71M +$139K +2,414 +9%
MIAN
308
Mariner Independent Advisor Network
Kansas
$1.7M -$32.8K -571 -2%
LW
309
Linscomb Wealth
Texas
$1.69M -$9.07K -158 -0.6%
FA
310
Fiducient Advisors
Illinois
$1.68M +$2.24K +39 +0.1%
FHA
311
First Horizon Advisors
Tennessee
$1.68M +$28.5K +497 +2%
EH
312
Equitable Holdings
New York
$1.68M +$1.62M +28,142 New
S
313
SignatureFD
Georgia
$1.65M +$617K +10,750 +64%
BPWA
314
Beacon Pointe Wealth Advisors
California
$1.63M -$274K -4,771 -15%
NGA
315
Naples Global Advisors
Florida
$1.61M +$116K +2,014 +8%
PA
316
Procyon Advisors
Connecticut
$1.61M +$1.55M +26,957 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$1.6M +$168K +2,924 +12%
HPWM
318
Highland Private Wealth Management
Washington
$1.59M -$14.1K -245 -0.9%
TA
319
Tiedemann Advisors
New York
$1.58M -$205K -3,566 -12%
AC
320
Abbrea Capital
California
$1.58M -$33.6K -585 -2%
MSA
321
Mason Street Advisors
Wisconsin
$1.57M – – –
CA
322
Calton & Associates
Florida
$1.54M -$55.3K -964 -4%
CCP
323
Corient Capital Partners
California
$1.54M – – –
PFS
324
Prospera Financial Services
Texas
$1.53M +$634K +11,047 +75%
WP
325
WealthSource Partners
California
$1.51M -$47.4K -825 -3%
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