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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
351
Smith & Howard Wealth Management
Georgia
$1.23M -$94.2K -1,640 -7%
CAM
352
Columbia Asset Management
Michigan
$1.23M -$120K -2,098 -9%
PWM
353
Perigon Wealth Management
California
$1.22M +$79.2K +1,380 +7%
WPC
354
Waters Parkerson & Co
Louisiana
$1.21M – – –
VFA
355
Valeo Financial Advisors
Indiana
$1.21M +$12.6K +220 +0.7%
MCWA
356
Meadow Creek Wealth Advisors
Georgia
$1.2M +$1.15M +20,074 New
IRC
357
Investors Research Corp
Georgia
$1.19M – – –
FT
358
Fiduciary Trust
Massachusetts
$1.19M +$34.4K +600 +3%
SFA
359
Sequoia Financial Advisors
Ohio
$1.19M -$164K -2,856 -13%
WI
360
Wintrust Investments
Illinois
$1.19M – – –
MMG
361
Monetary Management Group
Missouri
$1.18M +$45.9K +800 +4%
EA
362
Emerald Advisors
Washington
$1.18M +$1.14M +19,776 New
CCT
363
Country Club Trust
Missouri
$1.16M +$67.5K +1,175 +6%
CNAM
364
Campbell Newman Asset Management
Wisconsin
$1.16M – – –
CPIG
365
Chicago Partners Investment Group
Illinois
$1.16M +$312K +5,442 +40%
LL
366
LPWM LLC
Minnesota
$1.15M +$1.11M +19,360 New
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$38.1K +663 +3%
VVP
368
Venture Visionary Partners
Ohio
$1.14M +$1.1M +19,088 New
AIS
369
American Investment Services
Massachusetts
$1.13M +$47K +818 +4%
VWA
370
Visionary Wealth Advisors
Illinois
$1.12M +$1.08M +18,821 New
JWCA
371
J.W. Cole Advisors
Florida
$1.11M +$1.07M +18,627 New
DBT
372
Dubuque Bank & Trust
Iowa
$1.11M -$181K -3,145 -15%
VFA
373
Voya Financial Advisors
Connecticut
$1.1M -$4.59K -80 -0.4%
BFA
374
Beacon Financial Advisory
Ohio
$1.1M +$1.06M +18,449 New
MPCG
375
Matrix Private Capital Group
New York
$1.1M +$1.06M +18,425 New
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