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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
401
Stratos Wealth Advisors
Ohio
$1.31M +$781K +10,802 +156%
MWM
402
Meridian Wealth Management
Kentucky
$1.3M +$50.1K +693 +4%
CGIM
403
Cannon Global Investment Management
Florida
$1.3M +$1.27M +17,600 New
EW
404
Evoke Wealth
California
$1.29M – – –
PAS
405
Park Avenue Securities
New York
$1.29M +$857K +11,859 +212%
FWP
406
FAS Wealth Partners
Kansas
$1.28M +$31.5K +436 +3%
OAM
407
Occidental Asset Management
California
$1.28M -$10.1K -140 -0.8%
PFWA
408
Paces Ferry Wealth Advisors
Georgia
$1.27M -$89.1K -1,233 -7%
GT
409
Greenleaf Trust
Michigan
$1.27M +$171K +2,368 +16%
PMFA
410
Plante Moran Financial Advisors
Michigan
$1.26M -$75K -1,037 -6%
WPA
411
West Paces Advisors
Georgia
$1.26M +$29.3K +406 +2%
FA
412
Fiducient Advisors
Illinois
$1.25M +$857K +11,862 +232%
PPP
413
Private Portfolio Partners
New Jersey
$1.25M -$26K -360 -2%
HFA
414
HC Financial Advisors
California
$1.24M – – –
1SB
415
1ST Source Bank
Indiana
$1.22M -$28.2K -390 -2%
WPC
416
White Pine Capital
Minnesota
$1.22M – – –
AC
417
Alley Company
Illinois
$1.21M – – –
WF
418
Welch & Forbes
Massachusetts
$1.2M -$40K -554 -3%
CCWA
419
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M -$7.81K -108 -0.7%
MMG
420
Monetary Management Group
Missouri
$1.17M – – –
WFA
421
WestHill Financial Advisors
California
$1.17M -$723 -10 -0.1%
PWM
422
Perigon Wealth Management
California
$1.16M – – –
CWM
423
Cornerstone Wealth Management
Missouri
$1.16M -$45K -622 -4%
FLPIM
424
F.L. Putnam Investment Management
Massachusetts
$1.15M +$58.6K +810 +5%
NFG
425
Nations Financial Group
Iowa
$1.15M +$32.9K +455 +3%
15 16
17
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