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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
401
Catalyst Financial Partners
Massachusetts
$2.09M +$63.4K +753 +3%
FBB
402
Fulton Breakefield Broenniman
Maryland
$2.08M -$43.8K -520 -2%
HWA
403
Heritage Wealth Advisors
Virginia
$2.08M – – –
1WM
404
1900 Wealth Management
Texas
$2.08M -$54.1K -642 -3%
MFP
405
Meridian Financial Partners
Virginia
$2.06M +$32.9K +391 +2%
AP
406
Appleton Partners
Massachusetts
$2.05M -$69.5K -825 -3%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$2.05M +$54.8K +650 +3%
FC
408
Fulcrum Capital
Washington
$2.05M – – –
AWM
409
Apollon Wealth Management
South Carolina
$2.04M +$74.9K +889 +4%
SCA
410
St. Clair Advisors
Ohio
$2.03M -$211K -2,500 -10%
LC
411
LCNB Corp
Ohio
$2.01M -$47.7K -566 -2%
WAM
412
Weatherly Asset Management
California
$2.01M – – –
OFG
413
Oxford Financial Group
Indiana
$2.01M -$390K -4,632 -17%
BFO
414
Boston Family Office
Massachusetts
$2.01M – – –
BBNA
415
Bremer Bank National Association
Minnesota
$2M – – –
PBO
416
Peoples Bank (Ohio)
Ohio
$2M -$98.9K -1,174 -5%
FT
417
Fiduciary Trust
Massachusetts
$2M – – –
HAFS
418
Hapanowicz & Associates Financial Services
Pennsylvania
$2M +$4.72K +56 +0.2%
WF
419
Welch & Forbes
Massachusetts
$1.99M +$42.1K +500 +2%
HWA
420
Hilltop Wealth Advisors
North Carolina
$1.99M +$40.6K +482 +2%
AIMC
421
Alley Investment Management Company
Illinois
$1.98M +$428K +5,083 +29%
FMWA
422
Forvis Mazars Wealth Advisors
Missouri
$1.96M -$136K -1,611 -7%
EW
423
Elyxium Wealth
California
$1.96M +$1.87M +22,233 New
SWA
424
Stratos Wealth Advisors
Ohio
$1.96M +$9.44K +112 +0.5%
VVP
425
Venture Visionary Partners
Ohio
$1.95M -$84.1K -998 -4%
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17
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