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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
551
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$836K -$151K -2,171 -16%
PFG
552
Pacific Financial Group
Washington
$836K -$26.2K -376 -3%
SW
553
SVB Wealth
Massachusetts
$832K -$1.21M -17,359 -60%
LWM
554
Lyell Wealth Management
California
$831K -$207K -2,975 -21%
HIA
555
Harbor Investment Advisory
Maryland
$826K – – –
KBFS
556
Kohmann Bosshard Financial Services
Ohio
$822K +$266K +3,825 +51%
SWPG
557
Strategic Wealth Partners Group
Illinois
$822K -$141K -2,030 -15%
CCWM
558
Cassaday & Co Wealth Management
Virginia
$820K – – –
TFS
559
Thoroughbred Financial Services
Tennessee
$818K -$15.7K -226 -2%
LIM
560
Leavell Investment Management
Alabama
$816K +$17.4K +250 +2%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$814K +$17.5K +251 +2%
CAM
562
Columbia Asset Management
Michigan
$808K +$70 +1 +0%
DC
563
Davenport & Co
Virginia
$803K -$40.1K -576 -5%
PWMG
564
Provence Wealth Management Group
California
$802K +$70 +1 +0%
FDCC
565
Foster Dykema Cabot & Co
Massachusetts
$797K – – –
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$789K +$61.2K +880 +9%
NRC
567
New Republic Capital
North Carolina
$789K – – –
OIS
568
Okabena Investment Services
Minnesota
$778K – – –
OC
569
Oppenheimer & Co
New York
$774K -$16.5K -237 -2%
USCWA
570
U.S. Capital Wealth Advisors
Texas
$771K +$1.74K +25 +0.2%
PAS
571
Park Avenue Securities
New York
$770K +$733K +10,543 New
W
572
Wealthquest
Ohio
$766K -$4.24K -61 -0.6%
PWP
573
Perfromance Wealth Partners
Illinois
$765K -$3.83K -55 -0.5%
CAC
574
Certified Advisory Corp
Florida
$763K -$231K -3,318 -24%
NCM
575
Narwhal Capital Management
Georgia
$748K – – –
21 22
23
24 25