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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
626
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$48K +$48.7K +924 New
KFA
627
Kabarec Financial Advisors
Illinois
$46K – – –
KTC
628
Kistler-Tiffany Companies
Pennsylvania
$46K – – –
PAI
629
Pittenger & Anderson Inc
Nebraska
$43K – – –
PGA
630
Premia Global Advisors
Florida
$43K – – –
CPA
631
Clear Perspective Advisors
Illinois
$39K +$2.32K +44 +6%
CB
632
CNB Bank
Pennsylvania
$38K – – –
APP
633
Avantax Planning Partners
Iowa
$37K +$37.7K +716 New
TFS
634
TrustCore Financial Services
Tennessee
$36K +$35.8K +680 +3,400%
RWM
635
Raffa Wealth Management
District of Columbia
$33.4K -$23.6K -448 -41%
CB
636
Community Bank
New York
$30K – – –
FWM
637
Focused Wealth Management
New York
$27K – – –
MFW
638
Mosaic Family Wealth
Missouri
$27K – – –
POIA
639
Pin Oak Investment Advisors
Texas
$26K – – –
MCM
640
MV Capital Management
Maryland
$25K -$5.69K -108 -18%
PCA
641
Providence Capital Advisors
North Carolina
$25K – – –
TC
642
Trilogy Capital
California
$25K +$25.5K +484 New
PCFFS
643
Pacific Center for Financial Services
California
$23K – – –
PFSC
644
Peoples Financial Services Corp
Pennsylvania
$21K – – –
ADL
645
Asset Dedication LLC
California
$19K – – –
KF
646
Krilogy Financial
Missouri
$19K – – –
BCI
647
Brinker Capital Investments
Pennsylvania
$18K -$7.17K -136 -28%
NPP
648
New Potomac Partners
Maryland
$15K – – –
GI
649
Gradient Investments
Minnesota
$15K +$9.7K +184 +184%
HCC
650
Hirtle Callaghan & Co
Pennsylvania
$14K – – –
24 25
26
27 28