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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
401
Ancora Advisors
Ohio
$973K +$8.27K +144 +0.9%
IFO
402
Independent Family Office
New York
$973K +$937K +16,325 New
RSWM
403
Robertson Stephens Wealth Management
California
$961K -$8.96K -156 -1%
OFG
404
Oxford Financial Group
Indiana
$955K – – –
LGWM
405
Litman Gregory Wealth Management
California
$949K -$69.8K -1,215 -7%
SXL
406
Summit X LLC
Missouri
$941K +$3.79K +66 +0.4%
VWM
407
Vigilare Wealth Management
Arizona
$940K +$906K +15,773 New
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$923K – – –
NEGWA
409
New England Guild Wealth Advisors
Connecticut
$920K – – –
AB
410
Atlas Brown
Kentucky
$917K +$57 +1 +0%
HCM
411
Hilton Capital Management
New York
$912K – – –
BWA
412
BlueSky Wealth Advisors
North Carolina
$904K – – –
VA
413
Valmark Advisers
Ohio
$897K +$12.7K +221 +1%
FWCM
414
Ferguson Wellman Capital Management
Oregon
$895K +$238K +4,137 +38%
IA
415
IFG Advisors
Missouri
$892K -$25.8K -450 -3%
TNB
416
TCF National Bank
South Dakota
$884K – – –
BSW
417
Buckingham Strategic Wealth
Missouri
$872K +$162K +2,829 +24%
DT
418
Diversified Trust
Tennessee
$860K -$2.58K -45 -0.3%
WPA
419
West Paces Advisors
Georgia
$858K +$107K +1,868 +15%
SCP
420
Seizert Capital Partners
Michigan
$856K +$283K +4,937 +52%
LNC
421
Lincoln National Corp
Pennsylvania
$850K -$20.5K -357 -2%
PL
422
Parthenon LLC
Kentucky
$849K -$99K -1,725 -11%
SCA
423
Sage Capital Advisors
South Dakota
$847K +$1.09K +19 +0.1%
TFCP
424
Twin Focus Capital Partners
Massachusetts
$837K +$459 +8 +0.1%
BFO
425
Boston Family Office
Massachusetts
$828K – – –
15 16
17
18 19