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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
351
Oxford Financial Group
Indiana
$3M – – –
SC
352
SouthState Corp
Florida
$2.98M +$24.8K +287 +0.9%
EWM
353
Evercore Wealth Management
New York
$2.96M -$173 -2 -0%
LLWM
354
Life Line Wealth Management
California
$2.94M -$393K -4,545 -12%
BRWA
355
B. Riley Wealth Advisors
Florida
$2.92M +$2.74M +31,766 New
SFS
356
Summit Financial Strategies
Ohio
$2.89M +$263K +3,043 +11%
WIA
357
World Investment Advisors
California
$2.87M +$925K +10,713 +52%
BIG
358
Builder Investment Group
Georgia
$2.87M -$864 -10 -0%
FWP
359
FAS Wealth Partners
Kansas
$2.87M +$65.1K +754 +2%
AIM
360
Allen Investment Management
New York
$2.85M – – –
ACA
361
Anchor Capital Advisors
Massachusetts
$2.83M -$380K -4,395 -12%
SPC
362
Sigma Planning Corp
Michigan
$2.79M +$319K +3,690 +14%
PTC
363
Private Trust Company
Ohio
$2.79M -$36.5K -422 -1%
MI
364
Motiv8 Investments
Florida
$2.78M -$74.7K -865 -3%
KF
365
KKM Financial
Illinois
$2.77M -$57.9K -670 -2%
CQWA
366
Chokshi & Queen Wealth Advisors
California
$2.76M -$40.3K -466 -2%
LNWTC
367
Laird Norton Wetherby Trust Company
Washington
$2.75M – – –
CAM
368
Cozad Asset Management
Illinois
$2.74M +$3.8K +44 +0.1%
GHAM
369
Gilman Hill Asset Management
Connecticut
$2.73M -$147K -1,700 -5%
ASN
370
Advisory Services Network
Georgia
$2.73M +$38.3K +443 +2%
HIP
371
HUB Investment Partners
Texas
$2.71M -$26.5K -307 -1%
FUBT
372
First United Bank & Trust
Maryland
$2.7M -$107K -1,235 -4%
SFS
373
Sowell Financial Services
Arkansas
$2.69M -$78.6K -910 -3%
MFG
374
Merit Financial Group
Georgia
$2.68M -$815K -9,431 -24%
AWP
375
Axis Wealth Partners
Rhode Island
$2.64M +$87.2K +1,009 +4%
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