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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
651
TPG Financial Advisors
Oregon
$1.25M -$25.9K -246 -2%
UWM
652
USAdvisors Wealth Management
Minnesota
$1.25M -$13.8K -131 -1%
CCWM
653
Cassaday & Co Wealth Management
Virginia
$1.25M -$134K -1,275 -10%
MFG
654
Midwest Financial Group
Kansas
$1.23M +$254K +2,417 +28%
RWC
655
Rare Wolf Capital
Washington
$1.23M +$105 +1 +0%
BHWM
656
Bar Harbor Wealth Management
New Hampshire
$1.22M -$23.1K -220 -2%
TFS
657
Thoroughbred Financial Services
Tennessee
$1.22M +$9.15K +87 +0.8%
JWM
658
Jupiter Wealth Management
Colorado
$1.21M – – –
KCM
659
Kendall Capital Management
Maryland
$1.21M – – –
BTI
660
Blue Trust Inc
Georgia
$1.21M -$533K -5,069 -32%
WFA
661
Wellspring Financial Advisors
Ohio
$1.21M – – –
SCA
662
Stillwater Capital Advisors
Pennsylvania
$1.2M +$105 +1 +0%
CAM
663
Columbia Asset Management
Michigan
$1.2M – – –
OA
664
Operose Advisors
Wisconsin
$1.19M +$21.6K +205 +2%
PS
665
Pinney & Scofield
Massachusetts
$1.19M – – –
DSC
666
Duncker Streett & Co
Missouri
$1.18M -$10.4K -99 -0.9%
BHIA
667
Birch Hill Investment Advisors
Massachusetts
$1.18M – – –
MWM
668
Mission Wealth Management
California
$1.18M +$299K +2,842 +36%
NB
669
NBT Bank
New York
$1.18M +$316 +3 +0%
CCWA
670
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.18M -$17.8K -169 -2%
WWM
671
Western Wealth Management
Colorado
$1.18M -$21K -200 -2%
SCM
672
Sunbeam Capital Management
Georgia
$1.17M -$249K -2,372 -18%
OFP
673
OFC Financial Planning
New Jersey
$1.16M – – –
MCM
674
Mill Capital Management
North Carolina
$1.16M – – –
LWM
675
Lyell Wealth Management
California
$1.16M -$126K -1,200 -10%
25 26
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