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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
576
CIM LLC
New York
$747K -$38.8K -504 -5%
SHWM
577
Smith & Howard Wealth Management
Georgia
$744K +$119K +1,541 +19%
LFA
578
Legacy Financial Advisors
Kentucky
$741K – – –
RCAG
579
Rehmann Capital Advisory Group
Michigan
$725K -$329K -4,280 -32%
BFIM
580
Beese Fulmer Investment Management
Ohio
$722K -$67.7K -880 -9%
NSIM
581
North Star Investment Management
Illinois
$719K +$1K +13 +0.1%
BW
582
Bison Wealth
Georgia
$714K +$617K +8,017 +711%
OA
583
Operose Advisors
Wisconsin
$713K – – –
MWM
584
Modera Wealth Management
New Jersey
$710K +$6.54K +85 +0.9%
LA
585
Lynch & Associates
Indiana
$709K -$45.5K -591 -6%
RPGK
586
Retirement Planning Group (Kansas)
Kansas
$709K -$18.4K -239 -3%
CCP
587
Corient Capital Partners
California
$707K – – –
CPSC
588
Carl P. Sherr & Co
Massachusetts
$702K +$73.1K +950 +12%
WWM
589
Windsor Wealth Management
Indiana
$702K +$78.9K +1,025 +13%
BFA
590
Bill Few Associates
Pennsylvania
$701K – – –
USCWA
591
U.S. Capital Wealth Advisors
Texas
$700K -$170K -2,211 -20%
FPCG
592
Forum Private Client Group
Indiana
$699K +$690K +8,959 New
DIA
593
Dana Investment Advisors
Wisconsin
$696K – – –
LWM
594
Laidlaw Wealth Management
New York
$695K – – –
CST
595
Charles Schwab Trust
Nevada
$691K -$15.4K -200 -2%
RWM
596
Rockwood Wealth Management
Pennsylvania
$691K +$442K +5,748 +185%
B
597
Bensler
Washington
$688K +$679K +8,815 New
CFFP
598
Center for Financial Planning
Michigan
$683K -$35.6K -462 -5%
MYIA
599
Mount Yale Investment Advisors
Colorado
$677K +$36.9K +480 +6%
BMCM
600
Bryn Mawr Capital Management
Pennsylvania
$674K – – –
22 23
24
25 26