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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
551
Foundations Investment Advisors
Arizona
$831K -$27.9K -383 -3%
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$823K -$1.68K -23 -0.2%
GC
553
Grimes & Company
Massachusetts
$817K +$264K +3,616 +44%
AB
554
Atlas Brown
Kentucky
$816K -$13K -178 -1%
CAC
555
Certified Advisory Corp
Florida
$815K +$12.7M +174,053 +1,665%
ECG
556
EPIQ Capital Group
California
$806K – – –
PHIC
557
Pine Haven Investment Counsel
Massachusetts
$798K – – –
UBV
558
United Bank (Virginia)
Virginia
$798K -$4.89K -67 -0.6%
GL
559
Graypoint LLC
New York
$796K – – –
PFG
560
Pacific Financial Group
Washington
$789K -$3.28K -45 -0.4%
CCWA
561
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$785K -$8.17K -112 -1%
LIM
562
Leavell Investment Management
Alabama
$784K +$6.49K +89 +0.8%
SWPG
563
Strategic Wealth Partners Group
Illinois
$784K – – –
HIA
564
Harbor Investment Advisory
Maryland
$784K – – –
CCWM
565
Cassaday & Co Wealth Management
Virginia
$777K – – –
SW
566
SVB Wealth
Massachusetts
$770K -$19.6K -268 -2%
CAM
567
Columbia Asset Management
Michigan
$766K – – –
TWC
568
TD Waterhouse Canada
Ontario, Canada
$762K +$241K +3,300 +42%
FDCC
569
Foster Dykema Cabot & Co
Massachusetts
$756K – – –
JWM
570
Jupiter Wealth Management
Colorado
$754K +$802K +11,000 New
DIA
571
Dana Investment Advisors
Wisconsin
$751K +$270K +3,707 +52%
NRC
572
New Republic Capital
North Carolina
$750K +$2.04K +28 +0.3%
SSA
573
Schonfeld Strategic Advisors
New York
$748K +$788K +10,808 New
BHIA
574
Birch Hill Investment Advisors
Massachusetts
$748K – – –
USCWA
575
U.S. Capital Wealth Advisors
Texas
$746K +$15.9K +218 +2%
21 22
23
24 25