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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
551
Live Oak Private Wealth
North Carolina
$818K -$20K -244 -2%
EWM
552
Empirical Wealth Management
Washington
$818K +$343K +4,173 +73%
NP
553
NorthRock Partners
Minnesota
$811K +$238K +2,895 +42%
LCM
554
Linker Capital Management
Kentucky
$811K +$802K +9,769 New
KA
555
Klingman & Associates
New York
$806K – – –
SW
556
SVB Wealth
Massachusetts
$803K -$200K -2,431 -20%
LA
557
Lynch & Associates
Indiana
$803K -$31K -378 -4%
AF
558
Allworth Financial
California
$797K +$87.7K +1,068 +13%
LFA
559
Legacy Financial Advisors
Kentucky
$789K -$1.64K -20 -0.2%
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$789K +$503K +6,124 +181%
BRWA
561
B. Riley Wealth Advisors
Florida
$788K +$13.6K +166 +2%
TFS
562
Thoroughbred Financial Services
Tennessee
$779K +$99.7K +1,215 +15%
WIA
563
World Investment Advisors
California
$774K -$2.01M -24,430 -71%
RPGK
564
Retirement Planning Group (Kansas)
Kansas
$774K +$575 +7 +0.1%
RCM
565
Radnor Capital Management
Pennsylvania
$774K +$765K +9,321 New
CL
566
CIM LLC
New York
$770K -$85.9K -1,046 -9%
W
567
Wealthquest
Ohio
$767K -$309K -3,766 -29%
SCA
568
Southern Capital Advisors
Tennessee
$767K +$759K +9,241 New
CFFP
569
Center for Financial Planning
Michigan
$765K +$2.3K +28 +0.3%
NSIM
570
North Star Investment Management
Illinois
$764K – – –
AFO
571
Allie Family Office
Florida
$762K +$753K +9,175 New
OA
572
Operose Advisors
Wisconsin
$759K +$750K +9,140 New
CCP
573
Corient Capital Partners
California
$752K – – –
CST
574
Charles Schwab Trust
Nevada
$751K – – –
FG
575
Fiduciary Group
Georgia
$750K – – –
21 22
23
24 25