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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Waverly Advisors
Alabama
$691K +$142 +2 +0%
PWMG
552
Provence Wealth Management Group
California
$686K +$197K +2,770 +35%
BS
553
Boenning & Scattergood
Pennsylvania
$685K -$2.71K -38 -0.4%
WC
554
Wealth CMT
New Jersey
$683K -$138K -1,935 -15%
PWP
555
Perfromance Wealth Partners
Illinois
$680K +$1.35K +19 +0.2%
LWA
556
LWS Wealth Advisors
New Jersey
$678K +$747K +10,488 New
WA
557
Wealth Alliance
New York
$675K +$743K +10,442 New
BBA
558
BLB&B Advisors
Pennsylvania
$672K -$136K -1,916 -16%
TFGT
559
TS Financial Group (TSFG)
Illinois
$672K – – –
USCWA
560
U.S. Capital Wealth Advisors
Texas
$672K +$102K +1,432 +16%
WANY
561
Wealthspire Advisors (New York)
New York
$668K +$260K +3,653 +55%
SAS
562
SMI Advisory Services
Indiana
$665K -$18.8K -264 -3%
NCM
563
Narwhal Capital Management
Georgia
$663K – – –
LFA
564
Legacy Financial Advisors
Kentucky
$663K +$53.6K +753 +8%
DSC
565
Duncker Streett & Co
Missouri
$660K -$9.04K -127 -1%
BFA
566
Beacon Financial Advisory
Ohio
$659K -$24.1K -338 -3%
SAF
567
Smith Anglin Financial
Texas
$657K +$2.28K +32 +0.3%
FFM
568
Forum Financial Management
Illinois
$656K – – –
CCP
569
Corient Capital Partners
California
$654K +$75.1K +1,055 +12%
AIA
570
Armor Investment Advisors
North Carolina
$650K -$152K -2,140 -18%
BW
571
Bison Wealth
Georgia
$649K +$63.5K +892 +10%
MA
572
Mutual Advisors
Nebraska
$639K +$345K +4,842 +96%
GWS
573
Glassman Wealth Services
Virginia
$634K – – –
LCM
574
Linker Capital Management
Kentucky
$632K – – –
BTI
575
Blue Trust Inc
Georgia
$629K +$574K +8,060 New
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23
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