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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
576
Provence Wealth Management Group
California
$736K +$20.4K +302 +3%
NRC
577
New Republic Capital
North Carolina
$729K +$729K +10,815 New
DI
578
DFPG Investments
Utah
$729K +$696K +10,318 New
TFS
579
Thoroughbred Financial Services
Tennessee
$726K -$104K -1,538 -12%
OA
580
Operose Advisors
Wisconsin
$725K +$108K +1,609 +18%
OIS
581
Okabena Investment Services
Minnesota
$718K -$67.4K -1,000 -9%
PWP
582
Perfromance Wealth Partners
Illinois
$712K -$1.28K -19 -0.2%
W
583
Wealthquest
Ohio
$711K -$48.2K -715 -6%
OC
584
Oppenheimer & Co
New York
$710K +$88K +1,305 +14%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$708K +$5.93K +88 +0.8%
LIM
586
Leavell Investment Management
Alabama
$706K +$279K +4,134 +65%
CT
587
Cambridge Trust
Massachusetts
$701K -$33.7K -500 -5%
TFGT
588
TS Financial Group (TSFG)
Illinois
$701K – – –
NEPPG
589
New England Professional Planning Group
Rhode Island
$700K +$122K +1,812 +21%
MWM
590
Modera Wealth Management
New Jersey
$699K +$47.7K +708 +7%
WAG
591
Winthrop Advisory Group
Massachusetts
$697K -$558K -8,281 -44%
MPCL
592
My Personal CFO LLC
Washington
$692K +$202K +3,003 +91%
NCM
593
Narwhal Capital Management
Georgia
$691K -$67 -1 -0%
SW
594
SlateStone Wealth
Florida
$690K +$115K +1,700 +20%
DSC
595
Duncker Streett & Co
Missouri
$689K – – –
FFM
596
Forum Financial Management
Illinois
$684K – – –
AA
597
AlphaQ Advisors
Florida
$681K +$680K +10,091 New
FFG
598
Fullen Financial Group
Ohio
$679K +$674 +10 +0.1%
ARC
599
Advisor Resource Council
Texas
$673K – – –
GWS
600
Glassman Wealth Services
Virginia
$672K +$11.1K +164 +2%
22 23
24
25 26