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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$729K – – –
NSIM
527
North Star Investment Management
Illinois
$720K – – –
CFFP
528
Center for Financial Planning
Michigan
$719K -$90.2K -1,126 -11%
DIA
529
Dana Investment Advisors
Wisconsin
$718K – – –
SS
530
Simplicity Solutions
Minnesota
$714K +$308K +3,841 +73%
CCP
531
Corient Capital Partners
California
$709K – – –
CST
532
Charles Schwab Trust
Nevada
$708K +$92.3K +1,152 +15%
USCWA
533
U.S. Capital Wealth Advisors
Texas
$701K +$718K +8,964 New
HC
534
HNP Capital
New York
$699K -$19.7K -246 -3%
VRM
535
Vectors Research Management
New York
$699K -$19.7K -246 -3%
CCFM
536
Clear Creek Financial Management
Washington
$687K -$9.69K -121 -1%
IA
537
IFP Advisors
Florida
$684K -$80 -1 -0%
IFG
538
Independent Financial Group
California
$678K +$139K +1,729 +25%
CT
539
Columbia Trust
Oregon
$677K – – –
DBT
540
Dubuque Bank & Trust
Iowa
$676K -$264K -3,295 -28%
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$675K – – –
MCM
542
MV Capital Management
Maryland
$672K +$76.3K +952 +12%
CT
543
Caldwell Trust
Florida
$671K +$222K +2,775 +48%
WCM
544
Windsor Capital Management
Arizona
$671K -$24.8K -309 -3%
AF
545
Allworth Financial
California
$667K +$12.7K +158 +2%
ACA
546
Aptus Capital Advisors
Alabama
$666K – – –
PGIM
547
Pacific Global Investment Management
California
$665K – – –
AWA
548
Arete Wealth Advisors
Illinois
$663K -$5.29K -66 -0.8%
PL
549
Parthenon LLC
Kentucky
$657K – – –
LP
550
LGL Partners
Pennsylvania
$657K +$2.24K +28 +0.3%
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