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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
526
OneDigital Investment Advisors
Kansas
$386K +$109K +1,983 +40%
ESB
527
Essex Savings Bank
Connecticut
$386K +$279K +5,080 +279%
FLA
528
Financial Life Advisors
Texas
$384K -$52K -947 -12%
ZIM
529
Zacks Investment Management
Illinois
$384K +$19.8K +361 +6%
AI
530
Atria Investments
North Carolina
$381K -$3.47M -63,300 -90%
BFC
531
Bedel Financial Consulting
Indiana
$381K – – –
SCP
532
Syntal Capital Partners
Texas
$380K -$20.7K -378 -5%
PFC
533
Phocas Financial Corp
California
$371K – – –
SWM
534
Sequoia Wealth Management
Illinois
$369K +$45.4K +827 +15%
AF
535
Advisornet Financial
Minnesota
$368K +$201K +3,658 +125%
PO
536
Private Ocean
California
$363K -$1.54K -28 -0.4%
BW
537
Bison Wealth
Georgia
$363K +$20.9K +381 +6%
WI
538
Wedgewood Investors
Pennsylvania
$361K – – –
CGA
539
Crescent Grove Advisors
Illinois
$360K +$62.3K +1,136 +21%
BPCE
540
Bank Pictet & Cie (Europe)
Germany
$359K -$20.8K -380 -6%
BTW
541
Boston Trust Walden
Massachusetts
$355K – – –
UWPG
542
Ullmann Wealth Partners Group
Florida
$352K – – –
SWM
543
Segment Wealth Management
Texas
$351K -$6.47K -118 -2%
FNT
544
First Nebraska Trust
Nebraska
$351K – – –
MCA
545
Mercer Capital Advisers
New Jersey
$350K – – –
MWM
546
Mission Wealth Management
California
$349K -$49.4K -900 -13%
CWM
547
Cordatus Wealth Management
Pennsylvania
$349K -$4.28K -78 -1%
NCM
548
Neumann Capital Management
California
$345K +$110 +2 +0%
WJA
549
Williams Jones & Associates
New York
$344K -$3.24K -59 -0.9%
IF
550
Ironwood Financial
Arizona
$338K +$55 +1 +0%
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