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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
551
Parallel Advisors
California
$841K -$127K -1,888 -13%
AB
552
Atlas Brown
Kentucky
$837K +$202 +3 +0%
BS
553
Boenning & Scattergood
Pennsylvania
$829K +$2.43K +36 +0.3%
SCA
554
Snowden Capital Advisors
New York
$826K +$344K +5,106 +72%
MC
555
Mathes Company
New York
$823K – – –
JHCP
556
Jackson Hole Capital Partners
Oklahoma
$810K – – –
SCA
557
Southern Capital Advisors
Tennessee
$809K -$187K -2,776 -19%
UWM
558
USAdvisors Wealth Management
Minnesota
$809K +$44K +652 +6%
FHB
559
First Hawaiian Bank
Hawaii
$802K +$4.79K +71 +0.6%
UBV
560
United Bank (Virginia)
Virginia
$802K – – –
PFG
561
Pacific Financial Group
Washington
$795K +$5.19K +77 +0.7%
AWM
562
AAF Wealth Management
Massachusetts
$787K +$346K +5,128 +78%
HWA
563
Hilltop Wealth Advisors
North Carolina
$786K +$12.9K +192 +2%
PHIC
564
Pine Haven Investment Counsel
Massachusetts
$777K – – –
ECG
565
EPIQ Capital Group
California
$776K +$3.78K +56 +0.5%
HIA
566
Harbor Investment Advisory
Maryland
$763K – – –
DFC
567
DBK Financial Counsel
Ohio
$759K – – –
BFA
568
Bragg Financial Advisors
North Carolina
$758K -$9.17K -136 -1%
IAIM
569
International Assets Investment Management
Florida
$749K +$58.9K +873 +9%
CAM
570
Columbia Asset Management
Michigan
$746K -$72.7K -1,078 -9%
IF
571
Intrua Financial
Texas
$746K +$1.62K +24 +0.2%
WC
572
Wealth CMT
New Jersey
$744K -$270 -4 -0%
OWA
573
Opal Wealth Advisors
New York
$741K +$513K +7,603 +225%
BHIA
574
Birch Hill Investment Advisors
Massachusetts
$738K – – –
FDCC
575
Foster Dykema Cabot & Co
Massachusetts
$736K -$61.8K -917 -8%
21 22
23
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