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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
351
Avior Wealth Management
Nebraska
$991K +$7.21K +129 +0.7%
OAM
352
Occidental Asset Management
California
$982K +$74.5K +1,332 +8%
LGWM
353
Litman Gregory Wealth Management
California
$958K – – –
AC
354
Alley Company
Illinois
$948K – – –
GVAG
355
Great Valley Advisor Group
Delaware
$948K +$20.6K +368 +2%
S
356
SignatureFD
Georgia
$943K +$3.02K +54 +0.3%
CFB
357
Cullen/Frost Bankers
Texas
$942K +$9.62K +172 +1%
LC
358
LCNB Corp
Ohio
$940K -$9.5K -170 -1%
HFA
359
HC Financial Advisors
California
$940K – – –
SWPG
360
Strategic Wealth Partners Group
Illinois
$937K -$189K -3,387 -17%
OCM
361
One Capital Management
California
$936K -$16.8K -300 -2%
1SB
362
1ST Source Bank
Indiana
$935K -$10.7K -192 -1%
WPC
363
White Pine Capital
Minnesota
$935K +$12.3K +220 +1%
FWP
364
FAS Wealth Partners
Kansas
$931K +$280 +5 +0%
AF
365
Arrow Financial
New York
$921K -$58.1K -1,040 -6%
EWA
366
EP Wealth Advisors
California
$919K +$516K +9,238 +128%
RSWM
367
Robertson Stephens Wealth Management
California
$911K +$145K +2,588 +19%
AA
368
Ancora Advisors
Ohio
$906K +$40.4K +722 +5%
OFG
369
Oxford Financial Group
Indiana
$896K – – –
PL
370
Parthenon LLC
Kentucky
$893K +$14.3K +256 +2%
MHS
371
M Holdings Securities
Oregon
$883K -$11.2K -200 -1%
SXL
372
Summit X LLC
Missouri
$873K -$1.84K -33 -0.2%
EFSCE
373
Enterprise Financial Services Corp (EFSC)
Missouri
$866K -$39.2K -702 -4%
OIA
374
Optimum Investment Advisors
Illinois
$863K -$8.11K -145 -0.9%
NEGWA
375
New England Guild Wealth Advisors
Connecticut
$863K – – –
13 14
15
16 17