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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$3.9M +$3.72M +35,382 New
FEG
352
Fund Evaluation Group
Ohio
$3.89M – – –
MG
353
Mather Group
Illinois
$3.89M -$15.4K -146 -0.4%
AWA
354
Arkadios Wealth Advisors
Georgia
$3.86M +$140K +1,333 +4%
NS
355
NBC Securities
Alabama
$3.84M -$13.3K -126 -0.4%
TSS
356
Two Sigma Securities
New York
$3.83M +$3.65M +34,725 New
NL
357
NVWM LLC
Pennsylvania
$3.8M -$105K -1,000 -3%
GS
358
GTS Securities
Florida
$3.74M +$3.57M +33,935 New
SFS
359
Sowell Financial Services
Arkansas
$3.74M +$302K +2,876 +9%
ECM
360
Evergreen Capital Management
Washington
$3.72M +$332K +3,158 +10%
CFP
361
Catalyst Financial Partners
Massachusetts
$3.71M +$347K +3,298 +11%
GIA
362
Gladstone Institutional Advisory
Florida
$3.69M -$49.3K -469 -1%
PFA
363
Pathway Financial Advisors
Vermont
$3.68M – – –
SC
364
SouthState Corp
Florida
$3.66M -$274K -2,607 -7%
AFC
365
AFT Forsyth & Company
Florida
$3.65M -$184K -1,745 -5%
GI
366
GAMMA Investing
California
$3.58M +$282K +2,678 +9%
HCMT
367
Highland Capital Management (Tennessee)
Tennessee
$3.56M -$257K -2,444 -7%
GWM
368
Geneos Wealth Management
Colorado
$3.51M -$34.2K -325 -1%
VWM
369
Vigilare Wealth Management
Arizona
$3.5M +$517K +4,919 +18%
OIA
370
OneDigital Investment Advisors
Kansas
$3.49M -$728K -6,918 -18%
PFM
371
Phillips Financial Management
Indiana
$3.48M -$279K -2,657 -8%
HIP
372
HUB Investment Partners
Texas
$3.48M +$191K +1,815 +6%
FF
373
Finley Financial
Nevada
$3.47M – – –
NFP
374
Narus Financial Partners
Utah
$3.47M +$94.4K +898 +3%
RPSA
375
Richard P. Slaughter Associates
Texas
$3.46M -$188K -1,786 -5%
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