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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
551
Connecticut Wealth Management
Connecticut
$1.4M -$186K -1,963 -12%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.4M -$85.6K -903 -6%
VCM
553
Vivaldi Capital Management
Illinois
$1.4M – – –
GAG
554
GM Advisory Group
New York
$1.39M +$474 +5 +0%
RWB
555
RMR Wealth Builders
New Jersey
$1.39M +$58.1K +613 +4%
LW
556
Linscomb Wealth
Texas
$1.39M -$140K -1,472 -9%
FFBTD
557
First Financial Bank - Trust Division
Ohio
$1.38M – – –
SW
558
Simplicity Wealth
New Jersey
$1.37M +$41.2K +435 +3%
BFA
559
Bill Few Associates
Pennsylvania
$1.37M -$8.06K -85 -0.6%
DWP
560
Daymark Wealth Partners
Ohio
$1.37M -$13.3K -140 -1%
SIA
561
SeaBridge Investment Advisors
New Jersey
$1.35M – – –
PTC
562
Philadelphia Trust Company
Pennsylvania
$1.34M – – –
EP
563
Ehrenkranz Partners
New York
$1.34M +$1.32M +13,898 New
KA
564
Klingman & Associates
New York
$1.34M – – –
DWMS
565
Dominguez Wealth Management Solutions
Virginia
$1.33M +$1.42K +15 +0.1%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$1.32M +$286K +3,015 +28%
MMG
567
Monetary Management Group
Missouri
$1.32M +$56.9K +600 +5%
LWM
568
Lyell Wealth Management
California
$1.31M -$2.27K -24 -0.2%
AA
569
Armis Advisers
Georgia
$1.31M +$342K +3,603 +36%
PIMG
570
Patriot Investment Management Group
Tennessee
$1.3M – – –
WAG
571
Winthrop Advisory Group
Massachusetts
$1.3M +$298K +3,141 +30%
NBWM
572
North Berkeley Wealth Management
California
$1.29M – – –
AFG
573
Atomi Financial Group
New York
$1.28M -$122K -1,287 -9%
GLA
574
Great Lakes Advisors
Illinois
$1.27M -$418K -4,410 -25%
TFGT
575
TS Financial Group (TSFG)
Illinois
$1.27M -$14.6K -154 -1%
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