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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$3.53M -$132K -1,397 -4%
TA
327
TFB Advisors
Kansas
$3.51M +$132K +1,392 +4%
DWM
328
Daner Wealth Management
Georgia
$3.46M -$30.2K -319 -0.9%
CC
329
Courier Capital
New York
$3.45M +$8.63K +91 +0.3%
FC
330
FCA Corp
Texas
$3.44M +$95.3K +1,005 +3%
ECM
331
Elgethun Capital Management
South Dakota
$3.43M – – –
CD
332
Chapin Davis
Maryland
$3.42M +$2.84K +30 +0.1%
GIA
333
Gladstone Institutional Advisory
Florida
$3.4M +$88.8K +937 +3%
SC
334
SouthState Corp
Florida
$3.38M +$248K +2,613 +8%
MG
335
Mather Group
Illinois
$3.38M – – –
AFC
336
AFT Forsyth & Company
Florida
$3.38M +$569 +6 +0%
RPSA
337
Richard P. Slaughter Associates
Texas
$3.36M -$1.31M -13,833 -28%
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$3.36M -$5.5K -58 -0.2%
ECM
339
Evergreen Capital Management
Washington
$3.32M – – –
FF
340
Finley Financial
Nevada
$3.3M +$17.1K +180 +0.5%
NSCM
341
New South Capital Management
Tennessee
$3.26M – – –
MCWS
342
McKinley Carter Wealth Services
West Virginia
$3.25M -$109K -1,148 -3%
FA
343
Flagstar Advisors
New York
$3.25M -$596K -6,291 -16%
PFA
344
Pathway Financial Advisors
Vermont
$3.22M – – –
PTC
345
Private Trust Company
Ohio
$3.21M +$278K +2,929 +10%
BCI
346
Brinker Capital Investments
Pennsylvania
$3.16M +$548K +5,776 +21%
OFG
347
Oxford Financial Group
Indiana
$3.14M – – –
AI
348
Atria Investments
North Carolina
$3.14M +$581K +6,128 +23%
EB
349
Eastern Bank
Massachusetts
$3.14M -$9.48K -100 -0.3%
GWM
350
Geneos Wealth Management
Colorado
$3.11M -$609K -6,427 -17%
12 13
14
15 16