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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
651
Cassaday & Co Wealth Management
Virginia
$1.25M -$134K -1,275 -10%
MFG
652
Midwest Financial Group
Kansas
$1.23M +$254K +2,417 +28%
RWC
653
Rare Wolf Capital
Washington
$1.23M +$105 +1 +0%
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$1.22M -$23.1K -220 -2%
TFS
655
Thoroughbred Financial Services
Tennessee
$1.22M +$9.15K +87 +0.8%
JWM
656
Jupiter Wealth Management
Colorado
$1.21M – – –
KCM
657
Kendall Capital Management
Maryland
$1.21M – – –
BTI
658
Blue Trust Inc
Georgia
$1.21M -$533K -5,069 -32%
WFA
659
Wellspring Financial Advisors
Ohio
$1.21M – – –
SCA
660
Stillwater Capital Advisors
Pennsylvania
$1.2M +$105 +1 +0%
CAM
661
Columbia Asset Management
Michigan
$1.2M – – –
OA
662
Operose Advisors
Wisconsin
$1.19M +$21.6K +205 +2%
PS
663
Pinney & Scofield
Massachusetts
$1.19M – – –
DSC
664
Duncker Streett & Co
Missouri
$1.18M -$10.4K -99 -0.9%
BHIA
665
Birch Hill Investment Advisors
Massachusetts
$1.18M – – –
MWM
666
Mission Wealth Management
California
$1.18M +$299K +2,842 +36%
NB
667
NBT Bank
New York
$1.18M +$316 +3 +0%
CCWA
668
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.18M -$17.8K -169 -2%
WWM
669
Western Wealth Management
Colorado
$1.18M -$21K -200 -2%
SCM
670
Sunbeam Capital Management
Georgia
$1.17M -$249K -2,372 -18%
OFP
671
OFC Financial Planning
New Jersey
$1.16M – – –
MCM
672
Mill Capital Management
North Carolina
$1.16M – – –
LWM
673
Lyell Wealth Management
California
$1.16M -$126K -1,200 -10%
CFWMA
674
Center for Wealth Management Advisory
Ohio
$1.15M – – –
RPGK
675
Retirement Planning Group (Kansas)
Kansas
$1.14M -$32.7K -311 -3%
25 26
27
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