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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
501
Credit Suisse
Switzerland
$502K +$498K +8,756 New
BFA
502
Beacon Financial Advisory
Ohio
$501K -$7.91K -139 -2%
CFD
503
Creative Financial Designs
Indiana
$497K +$569 +10 +0.1%
RWA
504
RGT Wealth Advisors
Texas
$493K – – –
CCM
505
Crossvault Capital Management
Texas
$492K -$20.5K -360 -4%
BFM
506
Broadview Financial Management
Wisconsin
$490K -$251K -4,411 -34%
CCFCSB
507
Cape Cod Five Cents Savings Bank
Massachusetts
$489K – – –
ACA
508
Aptus Capital Advisors
Alabama
$488K – – –
PGIM
509
Pacific Global Investment Management
California
$488K +$484K +8,500 New
UWM
510
USAdvisors Wealth Management
Minnesota
$487K +$108K +1,893 +29%
AF
511
Advisornet Financial
Minnesota
$481K -$74.4K -1,307 -13%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$480K – – –
BS
513
Boenning & Scattergood
Pennsylvania
$479K +$41.8K +735 +10%
SS
514
Sunbelt Securities
Texas
$478K +$458K +8,049 New
LP
515
LGL Partners
Pennsylvania
$477K +$1.82K +32 +0.4%
AIM
516
Astor Investment Management
Illinois
$474K +$471K +8,267 New
RW
517
REDW Wealth
New Mexico
$471K – – –
SFWC
518
Strategic Family Wealth Counselors
New Jersey
$470K – – –
APW
519
Aurora Private Wealth
New Jersey
$470K +$21.7K +381 +5%
MA
520
MCF Advisors
Kentucky
$468K -$8.48K -149 -2%
KCM
521
Kanawha Capital Management
Virginia
$464K -$72.1K -1,267 -14%
DC
522
Davenport & Co
Virginia
$461K -$3.25K -57 -0.7%
SWPG
523
Strategic Wealth Partners Group
Illinois
$459K -$246K -4,330 -35%
BCM
524
Buckhead Capital Management
Georgia
$459K – – –
NEPPG
525
New England Professional Planning Group
Rhode Island
$458K -$12.9K -227 -3%
19 20
21
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