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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
601
Harbor Investment Advisory
Maryland
$865K -$52.4K -644 -6%
SCA
602
Sandy Cove Advisors
Massachusetts
$864K – – –
WAG
603
Winthrop Advisory Group
Massachusetts
$860K +$8.63K +106 +1%
OSAM
604
O'Shaughnessy Asset Management
Connecticut
$858K +$2.6K +32 +0.3%
MW
605
Marcum Wealth
Ohio
$855K -$22.1K -272 -3%
CAC
606
Certified Advisory Corp
Florida
$851K +$224K +2,751 +36%
OA
607
Operose Advisors
Wisconsin
$844K +$407 +5 +0%
BCM
608
Brasada Capital Management
Texas
$842K +$13.5K +166 +2%
SCM
609
Saxony Capital Management
Missouri
$840K -$269K -3,304 -24%
OWP
610
Obermeyer Wealth Partners
Colorado
$835K +$336K +4,131 +67%
NCM
611
Narwhal Capital Management
Georgia
$830K – – –
CIA
612
Capital Investment Advisors
Georgia
$829K +$388K +4,769 +87%
DSC
613
Duncker Streett & Co
Missouri
$828K -$40.7K -500 -5%
LGW
614
Leslie Global Wealth
Illinois
$827K +$831K +10,205 New
MCM
615
MidAtlantic Capital Management
Virginia
$826K -$16K -196 -2%
PFWA
616
Paces Ferry Wealth Advisors
Georgia
$823K -$1.3K -16 -0.2%
C
617
Certuity
Florida
$823K +$50.6K +622 +7%
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$816K – – –
GC
619
Grimes & Company
Massachusetts
$813K +$144K +1,772 +21%
PWLP
620
Prio Wealth Limited Partnership
Massachusetts
$808K -$10.6K -130 -1%
SFC
621
Strategic Financial Concepts
Texas
$807K +$37.1M +456,344 +3,333%
IF
622
Ironwood Financial
Arizona
$805K +$81 +1 +0%
AIA
623
Armor Investment Advisors
North Carolina
$805K -$15.3K -188 -2%
JHCP
624
Jackson Hole Capital Partners
Oklahoma
$805K +$2.12K +26 +0.3%
LIM
625
Leavell Investment Management
Alabama
$803K +$6.92K +85 +0.9%
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