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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
376
Summit Financial Strategies
Ohio
$2.41M – – –
LKWM
377
Lee-Kelleher Wealth Management
Maryland
$2.41M -$145K -1,630 -5%
SMC
378
Smith, Moore & Co
Missouri
$2.41M +$21.3K +239 +0.9%
JF
379
JSF Financial
California
$2.41M -$6.51K -73 -0.3%
SWA
380
SOA Wealth Advisors
New York
$2.41M -$7.31K -82 -0.3%
DA
381
Dover Advisors
Virginia
$2.39M +$79K +886 +3%
MBI
382
May Barnhard Investments
Maryland
$2.39M – – –
FRA
383
Frank Rimerman Advisors
California
$2.38M -$66.7K -748 -3%
AWP
384
Axis Wealth Partners
Rhode Island
$2.36M +$307K +3,441 +14%
AFA
385
Allium Financial Advisors
Oregon
$2.35M +$2.47M +27,680 New
MCWS
386
McKinley Carter Wealth Services
West Virginia
$2.35M +$79.8K +895 +3%
MAM
387
Marquette Asset Management
Minnesota
$2.34M -$612K -6,862 -20%
GWAM
388
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.33M -$383K -4,295 -14%
MC
389
Middleton & Co
Massachusetts
$2.32M -$491K -5,500 -17%
DP
390
Denver PWM
Colorado
$2.32M -$155K -1,734 -6%
HP
391
HT Partners
Connecticut
$2.29M – – –
CFA
392
Cahill Financial Advisors
Minnesota
$2.29M +$803 +9 +0%
BBNA
393
Bremer Bank National Association
Minnesota
$2.28M +$366K +4,108 +18%
SPC
394
Sigma Planning Corp
Michigan
$2.27M +$371K +4,163 +18%
DI
395
DAGCO Inc
Ohio
$2.26M -$88.8K -996 -4%
NGA
396
Naples Global Advisors
Florida
$2.24M +$20.2K +227 +0.9%
VA
397
Valmark Advisers
Ohio
$2.24M -$43.3K -485 -2%
VFA
398
Valeo Financial Advisors
Indiana
$2.22M -$31.5K -353 -1%
RCA
399
Resonant Capital Advisors
Wisconsin
$2.21M – – –
GI
400
GAMMA Investing
California
$2.21M +$112K +1,255 +5%
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16
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