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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
376
Valeo Financial Advisors
Indiana
$972K -$125K -2,189 -11%
HFA
377
HC Financial Advisors
California
$964K – – –
1SB
378
1ST Source Bank
Indiana
$959K – – –
SFA
379
Sequoia Financial Advisors
Ohio
$945K -$58.3K -1,025 -6%
BCM
380
BTR Capital Management
California
$945K -$2.28K -40 -0.2%
MPCG
381
Matrix Private Capital Group
New York
$943K +$626 +11 +0.1%
WPA
382
West Paces Advisors
Georgia
$941K +$31K +544 +3%
CCWA
383
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$940K -$113K -1,991 -11%
AC
384
Alley Company
Illinois
$939K -$9.39K -165 -1%
CAM
385
Cresset Asset Management
Illinois
$932K -$96K -1,686 -9%
PIMG
386
Patriot Investment Management Group
Tennessee
$925K -$20.4K -359 -2%
WTFG
387
Wells Trecaso Financial Group
Ohio
$924K – – –
LL
388
LPWM LLC
Minnesota
$924K +$64.3K +1,130 +8%
CA
389
Continuum Advisory
Idaho
$919K +$228 +4 +0%
AIA
390
Armor Investment Advisors
North Carolina
$914K +$57 +1 +0%
GVAG
391
Great Valley Advisor Group
Delaware
$907K -$82.3K -1,445 -8%
MMG
392
Monetary Management Group
Missouri
$907K -$34.2K -600 -4%
WPC
393
White Pine Capital
Minnesota
$907K -$29.6K -520 -3%
SCA
394
Sage Capital Advisors
South Dakota
$901K +$19.1K +335 +2%
PWM
395
Perigon Wealth Management
California
$898K – – –
KM
396
Kalos Management
Georgia
$896K -$33.4K -586 -4%
LC
397
LCNB Corp
Ohio
$894K – – –
FAAS
398
First Allied Advisory Services
California
$892K -$40.8K -716 -4%
OFG
399
Oxford Financial Group
Indiana
$888K -$2.9K -51 -0.3%
NEGWA
400
New England Guild Wealth Advisors
Connecticut
$885K – – –
14 15
16
17 18