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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
601
Pine Haven Investment Counsel
Massachusetts
$980K – – –
HT
602
Heritage Trust
Oklahoma
$977K -$20.6K -231 -2%
MF
603
Montis Financial
Massachusetts
$975K -$280K -3,142 -22%
CCWM
604
Cassaday & Co Wealth Management
Virginia
$964K – – –
CCMG
605
Clark Capital Management Group
Pennsylvania
$961K +$670K +7,512 +198%
BCI
606
Brinker Capital Investments
Pennsylvania
$951K -$1.69M -18,893 -63%
OPS
607
Orion Portfolio Solutions
Nebraska
$951K -$1.69M -18,893 -63%
UWM
608
USAdvisors Wealth Management
Minnesota
$936K -$1.52K -17 -0.2%
IFG
609
Independent Financial Group
California
$936K -$69.5K -779 -7%
WPW
610
Waldron Private Wealth
Pennsylvania
$929K -$2.94K -33 -0.3%
LSA
611
Lansing Street Advisors
Pennsylvania
$927K +$972K +10,899 New
CAM
612
Columbia Asset Management
Michigan
$925K -$17.2K -193 -2%
RIG
613
RiverFront Investment Group
Virginia
$923K +$137K +1,535 +16%
LWMM
614
Legacy Wealth Management (Mississippi)
Mississippi
$923K +$587K +6,578 +154%
BBHC
615
Brown Brothers Harriman & Co
New York
$922K – – –
BHIA
616
Birch Hill Investment Advisors
Massachusetts
$921K -$4.46K -50 -0.5%
CW
617
CreativeOne Wealth
Kansas
$918K +$49.2K +552 +5%
CCWA
618
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$909K – – –
GC
619
Grimes & Company
Massachusetts
$908K -$2.05K -23 -0.2%
HIA
620
Harbor Investment Advisory
Maryland
$908K – – –
CAS
621
Coppell Advisory Solutions
Texas
$906K +$637K +7,140 +2,164%
FFBTD
622
First Financial Bank - Trust Division
Ohio
$904K -$11.1K -124 -1%
PS
623
Pinney & Scofield
Massachusetts
$902K – – –
OA
624
Operose Advisors
Wisconsin
$897K +$9.99K +112 +1%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$896K +$541K +6,062 +136%
23 24
25
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