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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Parsons Capital Management
Rhode Island
$942K +$463K +5,496 +106%
HIA
602
Harbor Investment Advisory
Maryland
$941K – – –
ABWM
603
Alpine Bank Wealth Management
Colorado
$939K +$897K +10,649 New
WAG
604
Winthrop Advisory Group
Massachusetts
$927K -$6.66K -79 -0.7%
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$925K -$20.1K -239 -2%
IDBONY
606
Israel Discount Bank of New York
New York
$920K -$58.8K -698 -6%
OA
607
Operose Advisors
Wisconsin
$918K +$674 +8 +0.1%
BFA
608
Beacon Financial Advisory
Ohio
$918K +$54.9K +651 +7%
LGW
609
Leslie Global Wealth
Illinois
$912K +$12.4K +147 +1%
JHCP
610
Jackson Hole Capital Partners
Oklahoma
$912K +$35K +415 +4%
OWP
611
Obermeyer Wealth Partners
Colorado
$908K – – –
NCM
612
Narwhal Capital Management
Georgia
$902K – – –
DSC
613
Duncker Streett & Co
Missouri
$900K – – –
PFWA
614
Paces Ferry Wealth Advisors
Georgia
$894K -$674 -8 -0.1%
CCWA
615
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$890K +$2.78K +33 +0.3%
CAC
616
Certified Advisory Corp
Florida
$885K -$37.8K -449 -4%
SCM
617
Saxony Capital Management
Missouri
$884K -$28.6K -340 -3%
MCM
618
MidAtlantic Capital Management
Virginia
$881K -$15.8K -188 -2%
GC
619
Grimes & Company
Massachusetts
$881K -$2.44K -29 -0.3%
CG
620
Cynosure Group
Utah
$881K -$447K -5,310 -35%
LIM
621
Leavell Investment Management
Alabama
$878K +$4.97K +59 +0.6%
PWLP
622
Prio Wealth Limited Partnership
Massachusetts
$878K – – –
OAS
623
Optivise Advisory Services
Tennessee
$876K -$123K -1,455 -13%
CWM
624
Congress Wealth Management
Massachusetts
$868K +$460K +5,460 +124%
AIA
625
Armor Investment Advisors
North Carolina
$861K -$13.2K -157 -2%
23 24
25
26 27