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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
576
Private Ocean
California
$281K -$55 -1 -0%
IAN
577
Integrated Advisors Network
Texas
$280K +$357K +6,494 New
WI
578
Wedgewood Investors
Pennsylvania
$279K – – –
WAG
579
Winthrop Advisory Group
Massachusetts
$278K -$1.28M -23,173 -78%
EWM
580
Evermay Wealth Management
Virginia
$278K – – –
BPCE
581
Bank Pictet & Cie (Europe)
Germany
$276K -$1.98K -36 -0.6%
PTC
582
Philadelphia Trust Company
Pennsylvania
$275K -$143K -2,596 -29%
CWM
583
Cordatus Wealth Management
Pennsylvania
$275K -$8.86K -161 -2%
BW
584
Bison Wealth
Georgia
$273K +$22.7K +413 +7%
FNT
585
First Nebraska Trust
Nebraska
$271K – – –
LSA
586
L & S Advisors
California
$270K -$27.5K -500 -7%
MCA
587
Mercer Capital Advisers
New Jersey
$270K – – –
MA
588
MONECO Advisors
Connecticut
$269K -$206K -3,735 -37%
PFG
589
Pacific Financial Group
Washington
$269K – – –
BSB
590
Bangor Savings Bank
Maine
$268K – – –
AMCA
591
Arthur M. Cohen & Associates
Illinois
$268K +$2.2K +40 +0.6%
WKWM
592
Walter & Keenan Wealth Management
Indiana
$268K +$359K +6,517 New
FPCG
593
Fort Pitt Capital Group
Pennsylvania
$267K -$10.3K -187 -3%
MWM
594
Mission Wealth Management
California
$267K +$55K +1,000 +19%
PAM
595
Palisade Asset Management
Minnesota
$266K -$22.1K -402 -6%
CBN
596
Cadence Bank NA
Texas
$265K +$4.84K +88 +1%
CCM
597
Colorado Capital Management
Colorado
$262K -$163K -2,960 -33%
UWM
598
USAdvisors Wealth Management
Minnesota
$261K – – –
WWM
599
Western Wealth Management
Colorado
$261K +$55.6K +1,011 +20%
UWPG
600
Ullmann Wealth Partners Group
Florida
$260K – – –
22 23
24
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