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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
401
Trivium Point Advisory
Connecticut
$2.4M +$2.26M +26,129 New
DI
402
DAGCO Inc
Ohio
$2.4M -$41.6K -482 -2%
GI
403
GAMMA Investing
California
$2.39M +$6.48K +75 +0.3%
SWA
404
SOA Wealth Advisors
New York
$2.39M -$200K -2,313 -8%
HWA
405
Hilltop Wealth Advisors
North Carolina
$2.38M +$329K +3,804 +17%
LGWM
406
Litman Gregory Wealth Management
California
$2.36M +$15.3K +177 +0.7%
EK
407
Evensky & Katz
Florida
$2.36M -$1.04K -12 -0%
GBT
408
Grove Bank & Trust
Florida
$2.35M – – –
GIM
409
Goelzer Investment Management
Indiana
$2.35M – – –
ITIM
410
Indiana Trust & Investment Management
Indiana
$2.34M – – –
MC
411
Middleton & Co
Massachusetts
$2.34M -$163K -1,892 -7%
BB
412
Busey Bank
Illinois
$2.31M -$11.7K -136 -0.5%
AWM
413
Apollon Wealth Management
South Carolina
$2.31M +$605 +7 +0%
WTFG
414
Wells Trecaso Financial Group
Ohio
$2.3M +$232K +2,687 +12%
RIS
415
Retirement Income Solutions
Michigan
$2.25M -$60K -695 -3%
PA
416
Pinnacle Associates
New York
$2.25M -$8.64K -100 -0.4%
NFG
417
Nations Financial Group
Iowa
$2.24M +$69.9K +809 +3%
1WM
418
1900 Wealth Management
Texas
$2.21M +$25.4K +294 +1%
AIMC
419
Alley Investment Management Company
Illinois
$2.2M – – –
AAS
420
Asset Allocation Strategies
Michigan
$2.2M -$803K -9,299 -28%
BIS
421
BG Investment Services
Guam
$2.2M -$1.07M -12,413 -34%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$36.8K +426 +2%
OLA
423
Oliver Luxxe Assets
New Jersey
$2.17M -$70.2K -813 -3%
EFA
424
Evernest Financial Advisors
Indiana
$2.16M +$656K +7,595 +48%
MFP
425
Meridian Financial Partners
Virginia
$2.16M – – –
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