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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
451
Klingman & Associates
New York
$456K – – –
RIS
452
Retirement Income Solutions
Michigan
$453K +$221K +4,390 +82%
LSA
453
L & S Advisors
California
$451K +$489K +9,700 New
GC
454
Garde Capital
Washington
$448K -$1.46M -28,944 -75%
SMC
455
Smith, Moore & Co
Missouri
$448K +$81.2K +1,609 +20%
SSW
456
Smith Shellnut Wilson
Mississippi
$445K – – –
MWM
457
Modera Wealth Management
New Jersey
$445K +$4.19K +83 +0.9%
CIA
458
Choate Investment Advisors
Massachusetts
$440K +$477K +9,456 New
MA
459
MONECO Advisors
Connecticut
$438K +$476K +9,431 New
NSIM
460
North Star Investment Management
Illinois
$435K – – –
ST
461
Smithfield Trust
Pennsylvania
$432K – – –
CFD
462
Creative Financial Designs
Indiana
$431K +$1.16K +23 +0.2%
SWA
463
SFMG Wealth Advisors
Texas
$429K -$1.4M -27,696 -75%
LFA
464
Legacy Financial Advisors
Kentucky
$425K – – –
CCFCSB
465
Cape Cod Five Cents Savings Bank
Massachusetts
$424K +$25.2K +500 +6%
CL
466
CPWM LLC
Washington
$423K +$706 +14 +0.2%
CCM
467
Colorado Capital Management
Colorado
$419K – – –
S
468
Surevest
California
$419K +$455K +9,020 New
MWM
469
Meridian Wealth Management
Kentucky
$412K +$27.3K +541 +7%
NFG
470
Next Financial Group
Texas
$412K +$327K +6,490 +274%
PAMG
471
Patton Albertson Miller Group
Tennessee
$407K +$394K +7,803 New
RWM
472
RKL Wealth Management
Pennsylvania
$406K +$37.6K +746 +9%
FAM
473
Flaharty Asset Management
Florida
$404K -$62.5K -1,240 -12%
LP
474
LGL Partners
Pennsylvania
$399K +$4.39K +87 +1%
RW
475
REDW Wealth
New Mexico
$395K -$14.7K -292 -3%
17 18
19
20 21