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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFWA
376
Paces Ferry Wealth Advisors
Georgia
$1.27M -$32.7K -514 -3%
HPWM
377
Highland Private Wealth Management
Washington
$1.26M – – –
SIA
378
SkyView Investment Advisors
New Jersey
$1.26M +$1.18M +18,447 New
CAS
379
Coppell Advisory Solutions
Texas
$1.26M +$1.17M +18,378 New
CGA
380
Crescent Grove Advisors
Illinois
$1.25M +$2.23K +35 +0.2%
BCA
381
Berman Capital Advisors
Georgia
$1.25M -$663K -10,407 -36%
PMFA
382
Plante Moran Financial Advisors
Michigan
$1.24M – – –
SCP
383
Syntal Capital Partners
Texas
$1.23M -$70.1K -1,100 -6%
FMBTD
384
First Midwest Bank Trust Division
Illinois
$1.23M +$2.42K +38 +0.2%
OAM
385
Occidental Asset Management
California
$1.2M +$255 +4 +0%
EW
386
Evoke Wealth
California
$1.2M – – –
CWA
387
Centennial Wealth Advisory
Michigan
$1.19M +$1.11M +17,364 New
PPP
388
Private Portfolio Partners
New Jersey
$1.18M -$167K -2,626 -13%
MPCG
389
Matrix Private Capital Group
New York
$1.18M +$48.9K +768 +5%
CTC
390
Central Trust Company
Missouri
$1.17M – – –
FWP
391
FAS Wealth Partners
Kansas
$1.16M -$7.39K -116 -0.7%
1SB
392
1ST Source Bank
Indiana
$1.16M +$12.7K +200 +1%
MWM
393
Meridian Wealth Management
Kentucky
$1.16M +$354K +5,552 +49%
HFA
394
HC Financial Advisors
California
$1.15M – – –
WF
395
Welch & Forbes
Massachusetts
$1.15M -$95.5K -1,500 -8%
WPA
396
West Paces Advisors
Georgia
$1.14M +$12.7K +200 +1%
WPC
397
White Pine Capital
Minnesota
$1.13M +$44K +691 +4%
SFA
398
Sequoia Financial Advisors
Ohio
$1.13M +$255 +4 +0%
AC
399
Alley Company
Illinois
$1.12M – – –
CWM
400
Cornerstone Wealth Management
Missouri
$1.11M +$575K +9,032 +125%
14 15
16
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