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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
526
IFP Advisors
Florida
$402K +$404K +7,235 New
PAM
527
Palisade Asset Management
Minnesota
$399K – – –
SFS
528
Sowell Financial Services
Arkansas
$399K +$398K +7,124 New
PFG
529
Pacific Financial Group
Washington
$398K -$14K -251 -3%
NCM
530
Narwhal Capital Management
Georgia
$397K – – –
OIA
531
OneDigital Investment Advisors
Kansas
$390K +$3.41K +61 +0.9%
CST
532
Charles Schwab Trust
Nevada
$389K +$395K +7,060 New
BFC
533
Bedel Financial Consulting
Indiana
$382K – – –
SCP
534
Syntal Capital Partners
Texas
$380K – – –
FLA
535
Financial Life Advisors
Texas
$377K -$8.11K -145 -2%
ESB
536
Essex Savings Bank
Connecticut
$373K -$13.4K -240 -3%
CWM
537
Cordatus Wealth Management
Pennsylvania
$372K +$21.9K +392 +6%
PFC
538
Phocas Financial Corp
California
$371K – – –
PCA
539
Personal Capital Advisors
California
$368K +$368K +6,583 New
PO
540
Private Ocean
California
$365K +$56 +1 +0%
WAM
541
Wealthspire Advisors (Maryland)
Maryland
$365K +$44.9K +804 +14%
BW
542
Bison Wealth
Georgia
$362K -$1.56K -28 -0.4%
WI
543
Wedgewood Investors
Pennsylvania
$361K – – –
EWM
544
Evermay Wealth Management
Virginia
$361K +$360K +6,444 New
BPCE
545
Bank Pictet & Cie (Europe)
Germany
$359K – – –
FPCG
546
Fort Pitt Capital Group
Pennsylvania
$357K +$46.6K +834 +15%
UWPG
547
Ullmann Wealth Partners Group
Florida
$353K – – –
FNT
548
First Nebraska Trust
Nebraska
$351K – – –
TCOV
549
Trust Company of Vermont
Vermont
$350K -$55.9K -1,000 -14%
MCA
550
Mercer Capital Advisers
New Jersey
$350K – – –
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