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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWPG
376
Strategic Wealth Partners Group
Illinois
$446K -$9.09K -196 -2%
HSA
377
HBK Sorce Advisory
Pennsylvania
$443K -$74K -1,596 -14%
NSIM
378
North Star Investment Management
Illinois
$438K – – –
RW
379
REDW Wealth
New Mexico
$427K -$11.5K -248 -3%
CFD
380
Creative Financial Designs
Indiana
$424K +$185 +4 +0%
WA
381
Waverly Advisors
Alabama
$424K +$15.2K +328 +4%
CCM
382
Colorado Capital Management
Colorado
$422K +$19.5K +420 +5%
KCM
383
Kanawha Capital Management
Virginia
$420K – – –
CCFCSB
384
Cape Cod Five Cents Savings Bank
Massachusetts
$419K – – –
FAAS
385
First Allied Advisory Services
California
$418K -$6.12K -132 -1%
NA
386
NewEdge Advisors
Louisiana
$417K +$115K +2,488 +38%
LP
387
LGL Partners
Pennsylvania
$416K +$1.3K +28 +0.3%
FWM
388
Frontier Wealth Management
Missouri
$413K +$11.5K +248 +3%
MCM
389
Maple Capital Management
Vermont
$401K – – –
PGIM
390
Pacific Global Investment Management
California
$398K – – –
MCM
391
Maryland Capital Management
Maryland
$395K +$3.71K +80 +1%
LDB
392
Lee, Danner & Bass
Tennessee
$392K +$92.7K +2,000 +31%
OSNBOA
393
Old Second National Bank of Aurora
Illinois
$391K – – –
UWPG
394
Ullmann Wealth Partners Group
Florida
$389K -$72.9K -1,572 -16%
DW
395
Domani Wealth
Pennsylvania
$387K +$32.8K +708 +9%
EAMA
396
EFG Asset Management (Americas)
Florida
$381K +$377K +8,140 New
AWM
397
Altavista Wealth Management
North Carolina
$374K – – –
LFG
398
LifePlan Financial Group
Ohio
$374K +$103K +2,232 +39%
FFBTD
399
First Financial Bank - Trust Division
Ohio
$373K – – –
JCM
400
Jag Capital Management
Missouri
$370K -$199K -4,300 -35%
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16
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