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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
376
SOA Wealth Advisors
New York
$2.83M +$268K +2,784 +10%
AWM
377
Apollon Wealth Management
South Carolina
$2.82M +$331K +3,440 +13%
GBT
378
Grove Bank & Trust
Florida
$2.81M +$126K +1,310 +5%
FEG
379
Fund Evaluation Group
Ohio
$2.8M – – –
NFP
380
Narus Financial Partners
Utah
$2.79M -$20.1K -209 -0.7%
FFA
381
Farther Finance Advisors
California
$2.79M +$848K +8,821 +44%
FUBT
382
First United Bank & Trust
Maryland
$2.79M -$26.8K -279 -1%
OFG
383
Oxford Financial Group
Indiana
$2.79M -$348K -3,617 -11%
CAM
384
Cozad Asset Management
Illinois
$2.77M -$72.3K -752 -3%
PPW
385
Pasadena Private Wealth
California
$2.74M – – –
CA
386
Continuum Advisory
Idaho
$2.73M +$848K +8,819 +45%
TPA
387
Trivium Point Advisory
Connecticut
$2.72M -$85.3K -887 -3%
JF
388
JSF Financial
California
$2.71M -$6.54K -68 -0.2%
MBI
389
May Barnhard Investments
Maryland
$2.7M – – –
KAM
390
Knightsbridge Asset Management
California
$2.69M -$336K -3,496 -11%
EAM
391
Erste Asset Management
Austria
$2.69M +$2.68M +27,900 New
LKWM
392
Lee-Kelleher Wealth Management
Maryland
$2.69M – – –
GI
393
GAMMA Investing
California
$2.68M +$59.7K +621 +2%
FRA
394
Frank Rimerman Advisors
California
$2.66M -$34.9K -363 -1%
CFP
395
Catalyst Financial Partners
Massachusetts
$2.65M +$30.9K +321 +1%
CFA
396
Cahill Financial Advisors
Minnesota
$2.64M -$79.5K -827 -3%
VA
397
Valmark Advisers
Ohio
$2.63M +$23.1K +240 +0.9%
HP
398
HT Partners
Connecticut
$2.6M – – –
DA
399
Dover Advisors
Virginia
$2.58M -$194K -2,014 -7%
NGA
400
Naples Global Advisors
Florida
$2.57M -$52.7K -548 -2%
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