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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
476
Pacific Financial Group
Washington
$956K -$54.2K -676 -5%
MC
477
Mathes Company
New York
$954K – – –
RC
478
Rinet Company
Massachusetts
$953K +$249K +3,110 +34%
DAS
479
Dynamic Advisor Solutions
Arizona
$949K +$51.8K +647 +6%
UBV
480
United Bank (Virginia)
Virginia
$948K – – –
SW
481
SVB Wealth
Massachusetts
$947K – – –
SAS
482
Sanford Advisory Services
Michigan
$945K +$66.9K +835 +7%
BFA
483
Bragg Financial Advisors
North Carolina
$937K – – –
GL
484
Graypoint LLC
New York
$931K – – –
ECG
485
EPIQ Capital Group
California
$928K +$3.12K +39 +0.3%
FHB
486
First Hawaiian Bank
Hawaii
$926K -$179K -2,235 -16%
IWC
487
Integrated Wealth Concepts
Massachusetts
$925K +$64.9K +810 +7%
FDCC
488
Foster Dykema Cabot & Co
Massachusetts
$925K +$114K +1,429 +14%
LWM
489
Lyell Wealth Management
California
$923K -$201K -2,515 -18%
HIA
490
Harbor Investment Advisory
Maryland
$917K – – –
SAS
491
SMI Advisory Services
Indiana
$896K -$87.6K -1,094 -9%
MAM
492
Madison Asset Management
Wisconsin
$876K +$559K +6,978 +165%
HCM
493
HMS Capital Management
Tennessee
$872K – – –
AA
494
Advisory Alpha
Michigan
$871K +$892K +11,139 New
CAM
495
Columbia Asset Management
Michigan
$865K – – –
CIA
496
Choate Investment Advisors
Massachusetts
$861K -$27.9K -348 -3%
TF
497
Tompkins Financial
New York
$861K +$882K +11,010 New
BHIA
498
Birch Hill Investment Advisors
Massachusetts
$856K +$630K +7,866 +255%
WA
499
Waverly Advisors
Alabama
$853K -$7.77K -97 -0.9%
IF
500
Intrua Financial
Texas
$844K -$3.6K -45 -0.4%
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