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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
551
EPIQ Capital Group
California
$808K +$3.11K +44 +0.4%
PHIC
552
Pine Haven Investment Counsel
Massachusetts
$806K – – –
GL
553
Graypoint LLC
New York
$804K -$106K -1,500 -12%
TFS
554
Thoroughbred Financial Services
Tennessee
$799K +$46.6K +660 +6%
CG
555
Caprock Group
Idaho
$795K -$153K -2,165 -16%
HIA
556
Harbor Investment Advisory
Maryland
$791K – – –
WC
557
Wealth CMT
New Jersey
$789K +$17.6K +249 +2%
CCWM
558
Cassaday & Co Wealth Management
Virginia
$785K -$104K -1,477 -12%
AF
559
Allworth Financial
California
$785K +$245K +3,469 +45%
CAM
560
Columbia Asset Management
Michigan
$773K – – –
PWMG
561
Provence Wealth Management Group
California
$767K +$4.59K +65 +0.6%
LIM
562
Leavell Investment Management
Alabama
$764K +$33.1K +469 +4%
FDCC
563
Foster Dykema Cabot & Co
Massachusetts
$763K – – –
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$762K +$375K +5,305 +95%
OC
565
Oppenheimer & Co
New York
$758K +$22.2K +314 +3%
WP
566
WealthShield Partners
North Carolina
$758K +$184K +2,605 +32%
NRC
567
New Republic Capital
North Carolina
$755K -$777 -11 -0.1%
BFA
568
Bragg Financial Advisors
North Carolina
$746K -$40.9K -579 -5%
PPWM
569
Paragon Private Wealth Management
Kentucky
$745K +$752K +10,651 New
OIS
570
Okabena Investment Services
Minnesota
$745K – – –
AWM
571
AAF Wealth Management
Massachusetts
$739K -$77.5K -1,097 -9%
SFC
572
Strategic Financial Concepts
Texas
$738K +$745K +10,556 New
PWP
573
Perfromance Wealth Partners
Illinois
$738K – – –
W
574
Wealthquest
Ohio
$737K – – –
USCWA
575
U.S. Capital Wealth Advisors
Texas
$736K +$2.47K +35 +0.3%
21 22
23
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