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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Connecticut Wealth Management
Connecticut
$1.38M -$3.91K -55 -0.3%
SFG
477
Sterling Financial Group
California
$1.37M – – –
DWT
478
Dorsey & Whitney Trust
South Dakota
$1.36M +$112K +1,579 +10%
LWL
479
Leo Wealth LLC
Texas
$1.36M +$1.24M +17,436 New
AIMC
480
Alley Investment Management Company
Illinois
$1.35M – – –
CHAM
481
Clear Harbor Asset Management
Connecticut
$1.35M – – –
CG
482
Cynosure Group
Utah
$1.35M +$8.24K +116 +0.7%
SAG
483
SageView Advisory Group
California
$1.35M -$106K -1,493 -8%
PTC
484
Private Trust Company
Ohio
$1.35M -$45.5K -641 -4%
PSA
485
Plum Street Advisors
Louisiana
$1.34M +$1.22M +17,224 New
MFG
486
MidWestOne Financial Group
Iowa
$1.33M +$293K +4,122 +32%
DWP
487
Daymark Wealth Partners
Ohio
$1.33M -$93.4K -1,315 -7%
LWM
488
Luminvest Wealth Management
Arizona
$1.33M +$1.07M +15,057 New
PA
489
Parallel Advisors
California
$1.33M -$141K -1,984 -10%
RWB
490
RMR Wealth Builders
New Jersey
$1.32M +$60.7K +854 +5%
CWM
491
Curi Wealth Management
North Carolina
$1.32M +$10.9K +153 +0.9%
SI
492
Saxon Interests
Texas
$1.3M +$1.19M +16,757 New
PTC
493
Philadelphia Trust Company
Pennsylvania
$1.29M – – –
FNB
494
Farmers National Bank
Kentucky
$1.29M -$23.3K -328 -2%
PAS
495
Park Avenue Securities
New York
$1.29M +$139K +1,956 +13%
MA
496
MONECO Advisors
Connecticut
$1.27M +$82.1K +1,155 +8%
FNBOO
497
First National Bank of Omaha
Nebraska
$1.26M -$71K -1,000 -6%
RMDI
498
R.M. Davis Inc
Maine
$1.25M -$118K -1,668 -9%
BEAM
499
Baker Ellis Asset Management
Washington
$1.25M – – –
AFS
500
Annapolis Financial Services
Maryland
$1.25M +$640K +9,015 +128%
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