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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
326
Oxford Financial Group
Indiana
$3.25M +$1.27M +14,041 +62%
GRP
327
Global Retirement Partners
California
$3.24M -$2.08M -22,868 -38%
PFM
328
Phillips Financial Management
Indiana
$3.24M -$21.1K -233 -0.6%
ACA
329
Anchor Capital Advisors
Massachusetts
$3.16M +$50.6K +558 +2%
CB
330
Centennial Bank
Arkansas
$3.16M +$13.4K +148 +0.4%
LSAG
331
Lake Street Advisors Group
New Hampshire
$3.16M – – –
LEA
332
Legacy Edge Advisors
New York
$3.15M +$215K +2,365 +7%
ECM
333
Elgethun Capital Management
South Dakota
$3.14M +$272 +3 +0%
HCMT
334
Highland Capital Management (Tennessee)
Tennessee
$3.14M +$182 +2 +0%
FF
335
Finley Financial
Nevada
$3.11M +$3.13M +34,485 New
AFC
336
AFT Forsyth & Company
Florida
$3.11M +$635 +7 +0%
FC
337
FCA Corp
Texas
$3.11M +$31.4K +346 +1%
EWA
338
EP Wealth Advisors
California
$3.09M +$171K +1,881 +6%
SCA
339
St. Clair Advisors
Ohio
$3.08M +$1.07M +11,827 +51%
PA
340
Procyon Advisors
Connecticut
$3.05M +$1.36M +14,936 +76%
MAM
341
Marquette Asset Management
Minnesota
$3.04M -$15.2K -167 -0.5%
CD
342
Chapin Davis
Maryland
$3.04M – – –
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$3.01M +$21.5K +237 +0.7%
GIA
344
Gladstone Institutional Advisory
Florida
$2.97M +$28.4K +313 +0.9%
PFS
345
Prospera Financial Services
Texas
$2.96M +$524K +5,777 +21%
HH
346
Hilltop Holdings
Texas
$2.94M -$9.98K -110 -0.3%
KWM
347
Kingsview Wealth Management
Oregon
$2.91M +$557K +6,136 +23%
ECM
348
Evergreen Capital Management
Washington
$2.91M -$127K -1,400 -4%
QC
349
Quadrature Capital
United Kingdom
$2.9M +$2.98M +32,851 New
MC
350
Middleton & Co
Massachusetts
$2.9M -$74.8K -824 -2%
12 13
14
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