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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
476
BlueSky Wealth Advisors
North Carolina
$771K – – –
GW
477
GW & Wade
Massachusetts
$765K +$376K +5,899 +112%
SAS
478
Sanford Advisory Services
Michigan
$762K +$708K +11,117 New
CAM
479
Columbia Asset Management
Michigan
$758K +$64 +1 +0%
WA
480
Waverly Advisors
Alabama
$749K +$191 +3 +0%
WCM
481
Windsor Capital Management
Arizona
$747K -$3.76K -59 -0.5%
WWM
482
Windsor Wealth Management
Indiana
$747K – – –
FDCC
483
Foster Dykema Cabot & Co
Massachusetts
$742K -$171K -2,690 -20%
CG
484
Caprock Group
Idaho
$742K +$190K +2,977 +38%
FPS
485
Fieldpoint Private Securities
Connecticut
$742K +$403K +6,329 +141%
BBA
486
BLB&B Advisors
Pennsylvania
$732K -$10.8K -170 -2%
VFA
487
Voya Financial Advisors
Connecticut
$722K -$83K -1,303 -11%
RWM
488
RKL Wealth Management
Pennsylvania
$721K -$19K -299 -3%
HS
489
Horan Securities
United States
$716K +$64 +1 +0%
SHWM
490
Smith & Howard Wealth Management
Georgia
$715K +$6.05K +95 +0.9%
NP
491
NorthRock Partners
Minnesota
$713K -$92.3K -1,449 -12%
CFFP
492
Center for Financial Planning
Michigan
$712K -$141K -2,210 -18%
DAS
493
Dynamic Advisor Solutions
Arizona
$711K +$93.5K +1,468 +16%
TFGT
494
TS Financial Group (TSFG)
Illinois
$701K – – –
KWM
495
Kingsview Wealth Management
Oregon
$696K – – –
CFD
496
Creative Financial Designs
Indiana
$691K +$90.3K +1,418 +16%
NCM
497
Narwhal Capital Management
Georgia
$690K +$642K +10,072 New
ST
498
Smithfield Trust
Pennsylvania
$688K -$64.7K -1,015 -9%
BS
499
Boenning & Scattergood
Pennsylvania
$685K +$104K +1,636 +20%
FFG
500
Fullen Financial Group
Ohio
$682K +$7.01K +110 +1%
18 19
20
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