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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
626
Golden State Equity Partners
California
$607K – – –
DWM
627
Dechtman Wealth Management
Colorado
$606K -$41.4K -567 -6%
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$606K – – –
BLC
629
Brown, Lisle/Cummings
Rhode Island
$602K -$11.7K -160 -2%
LP
630
LGL Partners
Pennsylvania
$597K – – –
MA
631
Mutual Advisors
Nebraska
$597K +$25.6K +351 +4%
ESB
632
Essex Savings Bank
Connecticut
$596K +$172K +2,357 +38%
NLP
633
Next Level Private
New York
$595K +$2.92K +40 +0.5%
PWS
634
Precision Wealth Strategies
Missouri
$591K +$622K +8,533 New
CIC
635
Carnegie Investment Counsel
Ohio
$590K +$398K +5,454 +178%
PGIM
636
Pacific Global Investment Management
California
$589K – – –
MWM
637
McNaughton Wealth Management
California
$588K +$9.41K +129 +2%
GWS
638
Glassman Wealth Services
Virginia
$587K – – –
SFP
639
Shepherd Financial Partners
Massachusetts
$586K +$79.4K +1,089 +15%
CG
640
Caprock Group
Idaho
$584K – – –
BFIM
641
Beese Fulmer Investment Management
Ohio
$582K – – –
CST
642
Charles Schwab Trust
Nevada
$580K – – –
SCI
643
S&CO Inc
Massachusetts
$577K – – –
NSIM
644
North Star Investment Management
Illinois
$574K – – –
CFFP
645
Center for Financial Planning
Michigan
$574K -$33K -452 -5%
ST
646
Smithfield Trust
Pennsylvania
$571K -$116K -1,589 -16%
VFIC
647
Valley Forge Investment Consultants
Pennsylvania
$569K – – –
BFA
648
Beaumont Financial Advisors
Massachusetts
$564K +$6.86K +94 +1%
TCA
649
Transcend Capital Advisors
New Jersey
$562K -$948 -13 -0.2%
DFC
650
DBK Financial Counsel
Ohio
$561K – – –
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