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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
MidAtlantic Capital Management
Virginia
$809K +$739K +10,405 New
OA
602
Operose Advisors
Wisconsin
$809K +$1.21K +17 +0.2%
TVAMP
603
Tennessee Valley Asset Management Partners
Tennessee
$804K +$383K +5,395 +109%
DIA
604
Dana Investment Advisors
Wisconsin
$803K -$37.2K -523 -5%
NCM
605
Narwhal Capital Management
Georgia
$799K +$1.92K +27 +0.3%
AIA
606
Armor Investment Advisors
North Carolina
$790K -$1.63K -23 -0.2%
KA
607
Klingman & Associates
New York
$773K – – –
IF
608
Ironwood Financial
Arizona
$772K +$355 +5 +0.1%
JHCP
609
Jackson Hole Capital Partners
Oklahoma
$770K – – –
TWC
610
TD Waterhouse Canada
Ontario, Canada
$767K -$68.2K -960 -9%
SFC
611
Strategic Financial Concepts
Texas
$766K -$27.8K -392 -4%
IF
612
Intrua Financial
Texas
$752K -$28.4K -400 -4%
OWA
613
Opal Wealth Advisors
New York
$751K +$686K +9,660 New
CPSAC
614
Chas P. Smith & Associates (CPS)
Florida
$749K -$34.8K -490 -5%
GCIM
615
Gunn & Company Investment Management
Florida
$749K +$684K +9,630 New
ECG
616
EPIQ Capital Group
California
$748K -$139K -1,952 -17%
IAS
617
Insigneo Advisory Services
Florida
$748K +$186K +2,624 +37%
BW
618
BIP Wealth
Georgia
$741K -$2.98K -42 -0.4%
BFA
619
Bragg Financial Advisors
North Carolina
$733K -$27.8K -392 -4%
PWLP
620
Prio Wealth Limited Partnership
Massachusetts
$727K – – –
LOPW
621
Live Oak Private Wealth
North Carolina
$727K – – –
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$723K +$36.2K +510 +6%
GFWA
623
Grey Fox Wealth Advisors
Delaware
$721K -$40.4K -568 -6%
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$717K -$1.49K -21 -0.2%
ANBT
625
American National Bank & Trust
Texas
$713K -$17.1K -241 -3%
23 24
25
26 27