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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
551
Truepoint Inc
Ohio
$252K -$65.8K -1,200 -21%
ZIM
552
Zacks Investment Management
Illinois
$251K +$249K +4,552 New
WDL
553
Well Done LLC
Michigan
$249K +$16.7K +304 +7%
FHA
554
Flagship Harbor Advisors
Massachusetts
$247K -$11.8K -216 -5%
NWP
555
Northstar Wealth Partners
Connecticut
$242K – – –
DC
556
Davenport & Co
Virginia
$238K +$236K +4,312 New
AWA
557
ARS Wealth Advisors
Florida
$235K – – –
NB
558
Nicolet Bankshares
Wisconsin
$233K -$2.19K -40 -0.9%
LWS
559
Lucia Wealth Services
California
$232K -$64K -1,168 -22%
WCWM
560
Willow Creek Wealth Management
California
$229K – – –
TL
561
TrueWealth LLC
Georgia
$226K – – –
BFS
562
Bradley Foster & Sargent
Connecticut
$225K – – –
BF
563
Blankinship & Foster
California
$223K +$877 +16 +0.4%
FG
564
Fiduciary Group
Georgia
$223K +$11K +200 +5%
SFG
565
StrategIQ Financial Group
Indiana
$221K +$220K +4,008 New
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$220K – – –
CA
567
Crewe Advisors
Utah
$219K – – –
AUB
568
Atlantic Union Bankshares
Virginia
$218K – – –
OWP
569
Obermeyer Wealth Partners
Colorado
$217K – – –
BBHC
570
Brown Brothers Harriman & Co
New York
$216K -$293K -5,344 -58%
DAS
571
Dynamic Advisor Solutions
Arizona
$216K – – –
BAS
572
Brown Advisory Securities
Maryland
$215K – – –
PCTC
573
Perkins Coie Trust Company
Washington
$215K – – –
SWM
574
SeaCrest Wealth Management
New York
$215K – – –
FPCP
575
Fort Point Capital Partners
California
$213K +$212K +3,860 New
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