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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
676
TBH Global Asset Management
Tennessee
$527K +$7.37K +106 +1%
MWM
677
Mission Wealth Management
California
$526K -$88.4K -1,271 -15%
DI
678
DFPG Investments
Utah
$525K -$133K -1,917 -22%
KIG
679
Kowal Investment Group
Wisconsin
$525K +$500K +7,185 New
MPCL
680
My Personal CFO LLC
Washington
$524K -$558K -8,029 -53%
WPW
681
Waldron Private Wealth
Pennsylvania
$523K – – –
DIA
682
Dana Investment Advisors
Wisconsin
$522K +$225K +3,230 +83%
SCP
683
Stevens Capital Partners
Nebraska
$520K +$5.77K +83 +1%
RW
684
REDW Wealth
New Mexico
$520K – – –
VPP
685
Vertex Planning Partners
Illinois
$518K +$70 +1 +0%
GWM
686
Greenhouse Wealth Management
Connecticut
$516K +$1.25K +18 +0.3%
AFS
687
Annapolis Financial Services
Maryland
$514K +$1.46K +21 +0.3%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$514K – – –
EWA
689
Encompass Wealth Advisors
Oregon
$513K – – –
FFM
690
Forum Financial Management
Illinois
$507K -$223K -3,200 -32%
TLFA
691
True Link Financial Advisors
California
$506K -$13.8K -198 -3%
JFA
692
JNBA Financial Advisors
Minnesota
$505K +$64.2K +923 +15%
LDB
693
Lee, Danner & Bass
Tennessee
$498K – – –
RWM
694
Reston Wealth Management
Virginia
$495K +$1.11K +16 +0.2%
CIA
695
Capital Investment Advisors
Georgia
$494K +$50.8K +730 +12%
CWM
696
Cranbrook Wealth Management
Michigan
$492K – – –
CWA
697
Canvas Wealth Advisors
Kansas
$488K -$139 -2 -0%
BWM
698
BerganKDV Wealth Management
Minnesota
$483K -$165K -2,372 -26%
YIH
699
Y-Intercept (HK)
Hong Kong
$482K +$459K +6,596 New
PO
700
Private Ocean
California
$473K – – –
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