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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
526
Dana Investment Advisors
Wisconsin
$727K – – –
SHWM
527
Smith & Howard Wealth Management
Georgia
$723K -$47.8K -616 -6%
FG
528
Fiduciary Group
Georgia
$720K – – –
RC
529
Rinet Company
Massachusetts
$719K +$1.09K +14 +0.2%
CCP
530
Corient Capital Partners
California
$718K -$294K -3,791 -29%
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$708K -$240K -3,092 -26%
CCFM
532
Clear Creek Financial Management
Washington
$705K +$690K +8,898 New
WCM
533
Windsor Capital Management
Arizona
$704K -$51.9K -669 -7%
CMO
534
Covenant Multifamily Offices
Texas
$700K +$685K +8,837 New
IA
535
IFP Advisors
Florida
$692K +$194K +2,507 +40%
DSN
536
D. Scott Neal
Kentucky
$686K -$60.9K -785 -8%
KA
537
Kovack Advisors
Florida
$686K -$44K -567 -6%
CT
538
Columbia Trust
Oregon
$685K -$330K -4,250 -33%
BMCM
539
Bryn Mawr Capital Management
Pennsylvania
$684K – – –
AWA
540
Arete Wealth Advisors
Illinois
$677K +$19K +245 +3%
ACA
541
Aptus Capital Advisors
Alabama
$675K – – –
PGIM
542
Pacific Global Investment Management
California
$674K – – –
CCFCSB
543
Cape Cod Five Cents Savings Bank
Massachusetts
$669K -$5.82K -75 -0.9%
SC
544
Savant Capital
Illinois
$668K -$27.4K -353 -4%
BWA
545
BlueSky Wealth Advisors
North Carolina
$665K -$126K -1,621 -16%
PL
546
Parthenon LLC
Kentucky
$665K – – –
LP
547
LGL Partners
Pennsylvania
$664K +$1.24K +16 +0.2%
AF
548
Allworth Financial
California
$663K +$36.1K +465 +6%
WJA
549
Willis Johnson & Associates
Texas
$660K -$16.6K -214 -3%
NPT
550
Nixon Peabody Trust
Massachusetts
$660K – – –
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