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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
551
Smith, Moore & Co
Missouri
$521K -$135K -2,123 -22%
MA
552
MCF Advisors
Kentucky
$520K -$35.9K -564 -7%
AF
553
Arrow Financial
New York
$518K – – –
CRWM
554
Castle Rock Wealth Management
California
$518K +$463K +7,271 New
LFA
555
Legacy Financial Advisors
Kentucky
$515K -$114K -1,797 -19%
TCWA
556
Ten Capital Wealth Advisors
Washington
$507K -$17.5K -275 -4%
NEPPG
557
New England Professional Planning Group
Rhode Island
$505K – – –
RWM
558
Reston Wealth Management
Virginia
$505K +$1.47K +23 +0.3%
IFG
559
Independent Financial Group
California
$504K +$25.4K +399 +6%
JWA
560
JFS Wealth Advisors
Pennsylvania
$504K -$38.2K -600 -8%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$504K -$23.3K -366 -5%
FWM
562
Frontier Wealth Management
Missouri
$502K -$255K -4,008 -35%
AWM
563
AAF Wealth Management
Massachusetts
$501K +$466K +7,309 New
TNB
564
Thomasville National Bank
Georgia
$501K +$22.4K +351 +5%
FWCM
565
Ferguson Wellman Capital Management
Oregon
$500K -$6.37K -100 -1%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$500K +$465K +7,293 New
DWP
567
Destiny Wealth Partners
Florida
$498K +$463K +7,266 New
FF
568
FourThought Financial
Florida
$497K +$462K +7,259 New
AWM
569
Altavista Wealth Management
North Carolina
$494K – – –
WPW
570
Waldron Private Wealth
Pennsylvania
$494K +$3.19K +50 +0.7%
WANY
571
Wealthspire Advisors (New York)
New York
$494K +$459K +7,200 New
LDB
572
Lee, Danner & Bass
Tennessee
$493K -$3.5K -55 -0.8%
SFMG
573
Sage Financial Management Group
Virginia
$493K +$458K +7,186 New
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$488K -$218K -3,425 -32%
VC
575
Veracity Capital
Georgia
$488K +$573 +9 +0.1%
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