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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
351
SVB Wealth
Massachusetts
$2.01M -$205K -2,903 -9%
SFS
352
Summit Financial Strategies
Ohio
$2.01M -$21.6K -306 -1%
FCP
353
Fidelis Capital Partners
Florida
$2.01M +$1.49M +21,050 +258%
PPW
354
Pasadena Private Wealth
California
$2M – – –
BB
355
Busey Bank
Illinois
$1.98M -$243K -3,446 -11%
NL
356
NWAM LLC
Washington
$1.98M -$1.16M -16,469 -37%
GW
357
GW & Wade
Massachusetts
$1.97M +$1.76K +25 +0.1%
SCA
358
St. Clair Advisors
Ohio
$1.96M -$14.9K -211 -0.7%
SWM
359
Southern Wealth Management
Texas
$1.95M +$170K +2,412 +9%
EI
360
Ellevest Inc
New York
$1.95M – – –
ASN
361
Advisory Services Network
Georgia
$1.94M +$115K +1,634 +6%
RCA
362
Resonant Capital Advisors
Wisconsin
$1.92M – – –
PBO
363
Peoples Bank (Ohio)
Ohio
$1.92M -$213K -3,013 -10%
FC
364
Fulcrum Capital
Washington
$1.92M – – –
RIS
365
Retirement Income Solutions
Michigan
$1.92M -$210K -2,978 -10%
LC
366
Lindbrook Capital
California
$1.92M +$353K +5,000 +22%
BKA
367
Brick & Kyle Associates
Pennsylvania
$1.92M -$3.95K -56 -0.2%
TF
368
TimeScale Financial
Massachusetts
$1.91M +$1.71M +24,210 +793%
FT
369
Fiduciary Trust
Massachusetts
$1.89M -$122K -1,730 -6%
HP
370
HT Partners
Connecticut
$1.88M – – –
ZB
371
Zions Bancorporation
Utah
$1.87M – – –
FBB
372
Fulton Breakefield Broenniman
Maryland
$1.86M -$6.36K -90 -0.3%
KAH
373
Kathryn A. Hall
$1.85M – – –
AC
374
Abbrea Capital
California
$1.84M -$30.4K -430 -2%
EWM
375
Evercore Wealth Management
New York
$1.84M – – –
13 14
15
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