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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
526
First Hawaiian Bank
Hawaii
$923K -$77 -1 -0%
FDCC
527
Foster Dykema Cabot & Co
Massachusetts
$923K – – –
SF
528
SBK Financial
Virginia
$917K -$51.4K -668 -5%
OWA
529
Outlook Wealth Advisors
Texas
$916K -$8.16K -106 -0.9%
SW
530
SVB Wealth
Massachusetts
$912K +$155K +2,008 +21%
MCC
531
Money Concepts Capital
Florida
$911K +$879K +11,419 +4,568%
OIS
532
Okabena Investment Services
Minnesota
$909K – – –
PHIC
533
Pine Haven Investment Counsel
Massachusetts
$899K – – –
MAM
534
Madison Asset Management
Wisconsin
$898K -$122K -1,590 -12%
PCA
535
Permit Capital Advisors
Pennsylvania
$898K +$884K +11,480 New
SAS
536
Sanford Advisory Services
Michigan
$895K +$22.2K +288 +3%
TW
537
Towerpoint Wealth
California
$892K +$880K +11,435 New
UWM
538
USAdvisors Wealth Management
Minnesota
$889K -$23K -299 -3%
ECG
539
EPIQ Capital Group
California
$886K +$2.46K +32 +0.3%
GL
540
Graypoint LLC
New York
$886K +$25.7K +334 +3%
DFC
541
DBK Financial Counsel
Ohio
$878K -$231K -2,996 -21%
KPWS
542
Kestra Private Wealth Services
Texas
$864K -$70.7K -919 -8%
TF
543
Tompkins Financial
New York
$859K – – –
BHIA
544
Birch Hill Investment Advisors
Massachusetts
$854K – – –
ARC
545
Advisor Resource Council
Texas
$845K -$243K -3,163 -23%
IF
546
Intrua Financial
Texas
$835K – – –
BCI
547
Brinker Capital Investments
Pennsylvania
$834K +$179K +2,326 +28%
WA
548
Waverly Advisors
Alabama
$833K +$77 +1 +0%
BS
549
Boenning & Scattergood
Pennsylvania
$829K +$25.9K +336 +3%
HCM
550
HMS Capital Management
Tennessee
$825K -$33.7K -438 -4%
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