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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
401
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M -$12.4K -194 -1%
EWA
402
EP Wealth Advisors
California
$1.09M +$164K +2,582 +19%
AIA
403
Armor Investment Advisors
North Carolina
$1.09M – – –
MMG
404
Monetary Management Group
Missouri
$1.08M – – –
LCOV
405
London Company of Virginia
Virginia
$1.08M +$1.01M +15,820 New
WFA
406
WestHill Financial Advisors
California
$1.08M +$1M +15,763 New
PWM
407
Perigon Wealth Management
California
$1.07M – – –
LC
408
LCNB Corp
Ohio
$1.07M -$1.08K -17 -0.1%
OFG
409
Oxford Financial Group
Indiana
$1.06M – – –
NEGWA
410
New England Guild Wealth Advisors
Connecticut
$1.06M – – –
HT
411
Heritage Trust
Oklahoma
$1.06M +$982K +15,417 New
CAM
412
Cresset Asset Management
Illinois
$1.05M -$60.4K -949 -6%
MHS
413
M Holdings Securities
Oregon
$1.04M – – –
NFG
414
Nations Financial Group
Iowa
$1.03M +$121K +1,897 +14%
IA
415
IFG Advisors
Missouri
$1.03M -$7.2K -113 -0.7%
LB
416
Legacy Bridge
Iowa
$1.03M – – –
HWA
417
Heritage Wealth Advisors
Virginia
$1.03M – – –
PIMG
418
Patriot Investment Management Group
Tennessee
$1.02M -$76.3K -1,198 -7%
GT
419
Greenleaf Trust
Michigan
$1.02M +$121K +1,893 +15%
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$1.01M +$45.2K +710 +5%
HCM
421
HMS Capital Management
Tennessee
$1.01M -$764K -12,000 -45%
AWM
422
Avior Wealth Management
Nebraska
$1.01M – – –
PFG
423
Pacific Financial Group
Washington
$1M -$17.3K -271 -2%
VA
424
Valmark Advisers
Ohio
$998K +$67.1K +1,053 +8%
TNB
425
TCF National Bank
South Dakota
$996K – – –
15 16
17
18 19