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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
626
Personal CFO Solutions
New Jersey
$327K – – –
BEAM
627
Baker Ellis Asset Management
Washington
$326K – – –
NB
628
Nicolet Bankshares
Wisconsin
$325K +$2.01K +35 +0.6%
TAM
629
Tradition Asset Management
Virginia
$323K +$24.6K +429 +9%
BAMG
630
Brand Asset Management Group
Missouri
$321K – – –
IC
631
Inverness Counsel
New York
$318K – – –
ST
632
Sageworth Trust
Pennsylvania
$318K – – –
MLFP
633
MPS Loria Financial Planners
Illinois
$318K +$2.01K +35 +0.7%
RBC
634
Roble Belko & Company
Pennsylvania
$314K – – –
AWA
635
Arkadios Wealth Advisors
Georgia
$314K +$292K +5,086 New
CBFP
636
Cedar Brook Financial Partners
Ohio
$313K +$976 +17 +0.3%
NIC
637
Northwest Investment Counselors
Oregon
$313K +$302K +5,253 New
NIM
638
Northeast Investment Management
Massachusetts
$309K -$5K -87 -2%
MWM
639
Mission Wealth Management
California
$309K +$976 +17 +0.3%
TFA
640
TPG Financial Advisors
Oregon
$303K +$20.9K +364 +8%
WC
641
Weil Company
California
$300K +$289K +5,036 New
WWM
642
Western Wealth Management
Colorado
$299K -$4.48K -78 -2%
GFS
643
GYL Financial Synergies
Connecticut
$299K – – –
BWA
644
BDO Wealth Advisors
Florida
$296K – – –
AWA
645
ARS Wealth Advisors
Florida
$296K +$285K +4,958 New
BFA
646
Bragg Financial Advisors
North Carolina
$295K – – –
SW
647
SkyOak Wealth
Michigan
$295K +$284K +4,940 New
OC
648
Oppenheimer & Co
New York
$294K – – –
OWM
649
Orgel Wealth Management
Wisconsin
$294K +$283K +4,927 New
HW
650
Hancock Whitney
Mississippi
$293K +$7.12K +124 +3%
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