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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
526
Hunter Associates Investment Management
Pennsylvania
$722K +$462K +6,721 +138%
PHIC
527
Pine Haven Investment Counsel
Massachusetts
$716K – – –
HWA
528
Hilltop Wealth Advisors
North Carolina
$713K +$789K +11,467 New
ECG
529
EPIQ Capital Group
California
$712K +$3.92K +57 +0.5%
IWC
530
Integrated Wealth Concepts
Massachusetts
$710K -$334K -4,861 -30%
BFA
531
Bragg Financial Advisors
North Carolina
$707K -$42.6K -620 -5%
UWM
532
USAdvisors Wealth Management
Minnesota
$705K +$12.5K +182 +2%
HIA
533
Harbor Investment Advisory
Maryland
$703K – – –
SC
534
Savant Capital
Illinois
$700K +$7.77K +113 +1%
W
535
Wealthquest
Ohio
$699K -$3.86M -56,054 -83%
DFC
536
DBK Financial Counsel
Ohio
$699K -$154K -2,232 -17%
RWB
537
RMR Wealth Builders
New Jersey
$695K -$1.79K -26 -0.2%
KPWS
538
Kestra Private Wealth Services
Texas
$690K -$51.6K -750 -6%
GL
539
Graypoint LLC
New York
$688K – – –
WC
540
Wealth CMT
New Jersey
$686K +$32.1K +467 +4%
SSWM
541
Smith Salley Wealth Management
North Carolina
$682K -$1.19M -17,335 -61%
BHIA
542
Birch Hill Investment Advisors
Massachusetts
$680K – – –
CT
543
Cambridge Trust
Massachusetts
$677K -$184K -2,677 -20%
FG
544
Fiduciary Group
Georgia
$668K -$87.4K -1,271 -12%
OWA
545
Outlook Wealth Advisors
Texas
$667K -$17.5K -255 -2%
IF
546
Intrua Financial
Texas
$667K +$2.41K +35 +0.3%
BWA
547
BlueSky Wealth Advisors
North Carolina
$665K +$163K +2,368 +28%
OIA
548
OneDigital Investment Advisors
Kansas
$661K +$209K +3,039 +40%
PWMG
549
Provence Wealth Management Group
California
$659K +$138 +2 +0%
BS
550
Boenning & Scattergood
Pennsylvania
$658K +$138 +2 +0%
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