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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
601
Narwhal Capital Management
Georgia
$860K -$3.41K -43 -0.4%
CAM
602
Columbia Asset Management
Michigan
$860K – – –
PFWA
603
Paces Ferry Wealth Advisors
Georgia
$855K -$183K -2,307 -18%
AIA
604
Armor Investment Advisors
North Carolina
$851K -$3.8K -48 -0.5%
PWLP
605
Prio Wealth Limited Partnership
Massachusetts
$849K +$58K +732 +8%
CCWA
606
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$846K -$248K -3,124 -24%
BCM
607
Brasada Capital Management
Texas
$843K +$383K +4,835 +93%
BW
608
BIP Wealth
Georgia
$839K +$35.1K +443 +5%
IF
609
Ironwood Financial
Arizona
$835K +$158 +2 +0%
JHCP
610
Jackson Hole Capital Partners
Oklahoma
$833K – – –
AWG
611
Altus Wealth Group
Colorado
$826K -$227K -2,866 -23%
LIM
612
Leavell Investment Management
Alabama
$826K -$106K -1,332 -12%
SIM
613
Stratos Investment Management
Ohio
$822K -$634K -8,000 -45%
BCG
614
Breakwater Capital Group
New Jersey
$813K +$510K +6,441 +200%
ECG
615
EPIQ Capital Group
California
$812K +$1.98K +25 +0.3%
D
616
Dentgroup
Louisiana
$806K +$339K +4,281 +81%
IF
617
Intrua Financial
Texas
$805K -$7.92K -100 -1%
C
618
Certuity
Florida
$801K +$125K +1,580 +20%
QCM
619
QRG Capital Management
Illinois
$800K +$430K +5,431 +133%
NSIM
620
North Star Investment Management
Illinois
$798K +$95.1K +1,200 +14%
RCM
621
Radnor Capital Management
Pennsylvania
$793K -$248K -3,130 -25%
LOPW
622
Live Oak Private Wealth
North Carolina
$786K – – –
ACA
623
Aptus Capital Advisors
Alabama
$777K +$38.7K +489 +6%
ANBT
624
American National Bank & Trust
Texas
$772K – – –
BWM
625
Baron Wealth Management
Michigan
$764K -$6.26K -79 -0.9%
23 24
25
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