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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
576
Saxony Capital Management
Missouri
$894K +$817K +11,505 New
SPC
577
Sigma Planning Corp
Michigan
$893K -$1.2M -16,878 -59%
PFG
578
Pacific Financial Group
Washington
$893K +$6.25K +88 +0.8%
SWPG
579
Strategic Wealth Partners Group
Illinois
$881K +$4.62K +65 +0.6%
HIA
580
Harbor Investment Advisory
Maryland
$880K – – –
FFB
581
First Financial Bankshares
Texas
$876K +$800K +11,268 New
CCWM
582
Cassaday & Co Wealth Management
Virginia
$873K – – –
MW
583
Marcum Wealth
Ohio
$869K -$84.9K -1,195 -10%
LIM
584
Leavell Investment Management
Alabama
$867K -$8.45K -119 -1%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$860K -$2.45M -34,450 -76%
CAM
586
Columbia Asset Management
Michigan
$860K +$142 +2 +0%
JWM
587
Jupiter Wealth Management
Colorado
$855K – – –
BHIA
588
Birch Hill Investment Advisors
Massachusetts
$852K +$10.7K +150 +1%
SCA
589
Snowden Capital Advisors
New York
$850K +$94.3K +1,328 +14%
SW
590
SVB Wealth
Massachusetts
$849K -$14.5K -204 -2%
OC
591
Oppenheimer & Co
New York
$836K +$24.6K +346 +3%
FIA
592
Foundations Investment Advisors
Arizona
$835K -$87.7K -1,234 -10%
DSC
593
Duncker Streett & Co
Missouri
$833K – – –
USCWA
594
U.S. Capital Wealth Advisors
Texas
$827K -$9.23K -130 -1%
CIA
595
Concurrent Investment Advisors
Florida
$825K +$754K +10,613 New
W
596
Wealthquest
Ohio
$823K -$1.92K -27 -0.3%
PWMG
597
Provence Wealth Management Group
California
$821K -$1.07K -15 -0.1%
MHS
598
M Holdings Securities
Oregon
$817K – – –
PWP
599
Perfromance Wealth Partners
Illinois
$816K – – –
AF
600
Allworth Financial
California
$815K +$14.8K +208 +2%
22 23
24
25 26