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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
626
Trail Ridge Investment Advisors
Colorado
$617K -$7.7K -100 -1%
PWMG
627
Provence Wealth Management Group
California
$612K +$256K +3,320 +74%
SW
628
Solidarity Wealth
Utah
$612K +$605K +7,858 New
CCFCSB
629
Cape Cod Five Cents Savings Bank
Massachusetts
$610K +$20K +260 +3%
BFM
630
Broadview Financial Management
Wisconsin
$609K +$1.69K +22 +0.3%
FG
631
Fiduciary Group
Georgia
$608K – – –
SCI
632
S&CO Inc
Massachusetts
$608K – – –
CPSAC
633
Chas P. Smith & Associates (CPS)
Florida
$608K +$12.4K +161 +2%
DSN
634
D. Scott Neal
Kentucky
$607K – – –
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$607K – – –
KCM
636
Kanawha Capital Management
Virginia
$606K -$7.7K -100 -1%
RCA
637
Resonant Capital Advisors
Wisconsin
$603K -$61.4K -798 -9%
S
638
SignatureFD
Georgia
$603K +$11.8K +153 +2%
FA
639
Fiducient Advisors
Illinois
$602K +$176K +2,283 +42%
BCM
640
Buckhead Capital Management
Georgia
$601K – – –
OSAM
641
O'Shaughnessy Asset Management
Connecticut
$596K +$26.1K +339 +5%
TWC
642
TD Waterhouse Canada
Ontario, Canada
$593K +$486K +6,315 +515%
LDB
643
Lee, Danner & Bass
Tennessee
$592K -$1.92K -25 -0.3%
FAT
644
First American Trust
California
$591K -$70.2K -912 -11%
SFWC
645
Strategic Family Wealth Counselors
New Jersey
$587K -$51.1K -664 -8%
BA
646
Bridgewater Advisors
New York
$586K – – –
CWM
647
Chicago Wealth Management
Illinois
$582K +$29.5K +383 +5%
PWLP
648
Prio Wealth Limited Partnership
Massachusetts
$580K – – –
FPAS
649
Focus Partners Advisor Solutions
Missouri
$579K +$571K +7,417 New
WJA
650
Willis Johnson & Associates
Texas
$575K -$24.7K -321 -4%
24 25
26
27 28