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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
401
Berman Capital Advisors
Georgia
$1.42M -$22.7K -292 -2%
FWP
402
FAS Wealth Partners
Kansas
$1.42M +$44.5K +574 +3%
FLPIM
403
F.L. Putnam Investment Management
Massachusetts
$1.4M +$168K +2,166 +14%
HPWM
404
Highland Private Wealth Management
Washington
$1.4M -$25.6K -330 -2%
PMFA
405
Plante Moran Financial Advisors
Michigan
$1.39M +$35.8K +461 +3%
EW
406
Evoke Wealth
California
$1.38M – – –
OAM
407
Occidental Asset Management
California
$1.38M +$931 +12 +0.1%
SIA
408
SkyView Investment Advisors
New Jersey
$1.36M – – –
GT
409
Greenleaf Trust
Michigan
$1.36M – – –
WWA
410
WC Walker & Associates
California
$1.36M -$91.5K -1,179 -6%
SMC
411
Smith, Moore & Co
Missouri
$1.36M +$259K +3,340 +24%
PPP
412
Private Portfolio Partners
New Jersey
$1.35M +$13.3K +172 +1%
SCP
413
Syntal Capital Partners
Texas
$1.35M +$1.31M +16,900 New
VFA
414
Valeo Financial Advisors
Indiana
$1.34M -$9.74M -125,568 -88%
HFA
415
HC Financial Advisors
California
$1.33M – – –
NFG
416
Nations Financial Group
Iowa
$1.33M +$100K +1,291 +8%
WPA
417
West Paces Advisors
Georgia
$1.33M -$16K -206 -1%
KWM
418
Kingsview Wealth Management
Oregon
$1.32M -$128K -1,649 -9%
MWM
419
Meridian Wealth Management
Kentucky
$1.32M -$74.5K -961 -5%
LSAG
420
Lake Street Advisors Group
New Hampshire
$1.32M +$217K +2,800 +21%
PFWA
421
Paces Ferry Wealth Advisors
Georgia
$1.31M -$59.4K -766 -4%
AC
422
Alley Company
Illinois
$1.3M – – –
WPC
423
White Pine Capital
Minnesota
$1.29M -$29.6K -382 -2%
WF
424
Welch & Forbes
Massachusetts
$1.28M – – –
CCWA
425
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$6.05K +78 +0.5%
15 16
17
18 19