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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
701
Beacon Financial Advisory
Ohio
$1.04M +$631 +6 +0.1%
PP
702
Patten & Patten
Tennessee
$1.04M – – –
PL
703
Parthenon LLC
Kentucky
$1.03M – – –
HAP
704
Harbor Asset Planning
Massachusetts
$1.03M +$2.63K +25 +0.3%
DIA
705
Dana Investment Advisors
Wisconsin
$1.02M +$35.4K +337 +4%
CWM
706
Circle Wealth Management
New Jersey
$1.02M +$210 +2 +0%
CAMG
707
CWA Asset Management Group
Florida
$1.02M +$35.2K +335 +4%
TCA
708
Transcend Capital Advisors
New Jersey
$1.02M -$2.84K -27 -0.3%
WPW
709
Waldron Private Wealth
Pennsylvania
$1.02M -$88.9K -845 -8%
WCM
710
Whitener Capital Management
North Carolina
$1.01M +$529K +5,027 +120%
EGA
711
E&G Advisors
Texas
$1.01M – – –
BCM
712
Buckhead Capital Management
Georgia
$1.01M – – –
GA
713
Goldstein Advisors
Wisconsin
$1.01M – – –
HSWS
714
Higgins & Schmidt Wealth Strategies
Colorado
$1M -$73K -694 -7%
UF
715
Univest Financial
Pennsylvania
$1M +$184K +1,749 +24%
SWM
716
Selective Wealth Management
Virginia
$1M – – –
GM
717
GeoWealth Management
Illinois
$1M -$7.36K -70 -0.8%
BW
718
BIP Wealth
Georgia
$999K +$84.4K +802 +10%
EWM
719
Empirical Wealth Management
Washington
$992K – – –
LP
720
LGL Partners
Pennsylvania
$990K +$2.52K +24 +0.3%
CIA
721
Capital Investment Advisors
Georgia
$987K -$1.58K -15 -0.2%
RCAG
722
Rehmann Capital Advisory Group
Michigan
$987K +$58.9K +560 +7%
CFFP
723
Center for Financial Planning
Michigan
$981K -$4.94K -47 -0.5%
BWM
724
Baron Wealth Management
Michigan
$981K -$5.57K -53 -0.6%
PFWA
725
Paces Ferry Wealth Advisors
Georgia
$976K -$7.99K -76 -0.9%
27 28
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