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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
401
Outlook Wealth Advisors
Texas
$722K +$722K +12,909 New
TSW
402
Thompson Siegel & Walmsley
Virginia
$718K – – –
MC
403
Mathes Company
New York
$716K – – –
NFG
404
Nations Financial Group
Iowa
$713K +$115K +2,066 +20%
IBOK
405
Independence Bank of Kentucky
Kentucky
$712K +$74.9K +1,340 +12%
WWM
406
Windsor Wealth Management
Indiana
$710K -$168K -3,012 -19%
HSA
407
HBK Sorce Advisory
Pennsylvania
$707K -$23K -411 -3%
BCA
408
Berman Capital Advisors
Georgia
$701K -$168K -3,008 -19%
WPA
409
West Paces Advisors
Georgia
$701K +$49.4K +883 +8%
BFM
410
Broadview Financial Management
Wisconsin
$694K +$2.01K +36 +0.3%
JG
411
Jefferies Group
New York
$691K +$1.56K +28 +0.2%
TF
412
TimeScale Financial
Massachusetts
$690K – – –
WF
413
Welch & Forbes
Massachusetts
$690K – – –
FHB
414
First Hawaiian Bank
Hawaii
$683K -$1.56K -28 -0.2%
CC
415
Cassaday & Co
Virginia
$682K – – –
BFO
416
Biltmore Family Office
North Carolina
$680K +$80.5K +1,440 +13%
TVAMP
417
Tennessee Valley Asset Management Partners
Tennessee
$677K +$40.5K +724 +6%
WPSG
418
Wealth & Pension Services Group
Georgia
$676K -$26.2K -468 -4%
SW
419
SVB Wealth
Massachusetts
$665K -$15.3K -274 -2%
CCM
420
Crossvault Capital Management
Texas
$660K -$25.7K -460 -4%
BSW
421
Buckingham Strategic Wealth
Missouri
$660K – – –
SWRP
422
Summit Wealth & Retirement Planning
California
$660K +$18K +322 +3%
DAS
423
Dynamic Advisor Solutions
Arizona
$656K +$185K +3,302 +39%
FAAS
424
First Allied Advisory Services
California
$652K +$204K +3,644 +45%
BA
425
Ballew Advisors
Mississippi
$651K -$265K -4,732 -28%
15 16
17
18 19