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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
351
Laird Norton Wetherby Trust Company
Washington
$2.51M – – –
FWP
352
FAS Wealth Partners
Kansas
$2.5M +$47.5K +599 +2%
PFA
353
Pathway Financial Advisors
Vermont
$2.49M – – –
SWA
354
SOA Wealth Advisors
New York
$2.47M +$14.9K +188 +0.6%
DP
355
Denver PWM
Colorado
$2.47M -$139K -1,751 -6%
ASN
356
Advisory Services Network
Georgia
$2.43M -$35.3K -445 -2%
SIC
357
Samalin Investment Counsel
New York
$2.43M +$15.4K +194 +0.7%
FRA
358
Frank Rimerman Advisors
California
$2.42M -$13.5K -170 -0.6%
RIS
359
Retirement Income Solutions
Michigan
$2.42M -$13.1K -165 -0.6%
KF
360
KKM Financial
Illinois
$2.41M +$2.27M +28,650 New
SFS
361
Summit Financial Strategies
Ohio
$2.41M -$19K -240 -0.8%
KPWS
362
Kestra Private Wealth Services
Texas
$2.41M +$135K +1,700 +6%
JPG
363
Jordan Park Group
California
$2.4M +$1.04M +13,112 +85%
PPW
364
Pasadena Private Wealth
California
$2.4M – – –
SFS
365
Sowell Financial Services
Arkansas
$2.39M -$21.1K -266 -0.9%
SPC
366
Sigma Planning Corp
Michigan
$2.36M +$1.31M +16,589 +144%
MBI
367
May Barnhard Investments
Maryland
$2.36M – – –
BFC
368
Bedel Financial Consulting
Indiana
$2.35M +$555K +7,007 +33%
EI
369
Ellevest Inc
New York
$2.35M – – –
MI
370
Motiv8 Investments
Florida
$2.33M +$89.9K +1,134 +4%
ZB
371
Zions Bancorporation
Utah
$2.3M – – –
MCWS
372
McKinley Carter Wealth Services
West Virginia
$2.3M -$45.9K -579 -2%
ITIM
373
Indiana Trust & Investment Management
Indiana
$2.27M – – –
HP
374
HT Partners
Connecticut
$2.27M – – –
CPIG
375
Chicago Partners Investment Group
Illinois
$2.25M +$37.2K +470 +2%
13 14
15
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