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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
701
SteelPeak Wealth
California
$364K +$2.1K +29 +0.6%
PWA
702
Providence Wealth Advisors
Illinois
$364K +$2.24K +31 +0.6%
BWA
703
BDO Wealth Advisors
Florida
$361K – – –
ZF
704
Zhang Financial
Michigan
$361K +$361 +5 +0.1%
OFS
705
Orrstown Financial Services
Pennsylvania
$360K -$71.7K -992 -17%
CCP
706
Cassia Capital Partners
North Carolina
$360K – – –
FPW
707
Flagship Private Wealth
Massachusetts
$360K +$723 +10 +0.2%
RZH
708
Relyea Zuckerberg Hanson
Connecticut
$359K – – –
VFG
709
V2 Financial group
Illinois
$355K – – –
C
710
Certuity
Florida
$352K – – –
BOTW
711
Bank of the West
California
$351K – – –
JG
712
Jefferies Group
New York
$350K – – –
MA
713
Montag & Associates
Georgia
$348K -$15.3K -212 -4%
CIA
714
Capital Investment Advisors
Georgia
$347K -$8.17K -113 -2%
GIA
715
Gladstone Institutional Advisory
Florida
$345K +$338K +4,670 New
EWM
716
Evermay Wealth Management
Virginia
$343K +$867 +12 +0.3%
CBN
717
Cadence Bank NA
Texas
$341K – – –
HFP
718
Holistic Financial Partners
Indiana
$340K – – –
WOC
719
West Oak Capital
California
$340K – – –
TNB
720
Thomasville National Bank
Georgia
$338K +$38K +526 +7%
EE
721
EWG Elevate
California
$337K -$108K -1,497 -25%
FLA
722
Financial Life Advisors
Texas
$337K -$59.5K -823 -15%
PWM
723
PBMares Wealth Management
Virginia
$337K – – –
BWM
724
BerganKDV Wealth Management
Minnesota
$334K -$1.81K -25 -0.5%
BG
725
Bollard Group
Massachusetts
$329K +$795 +11 +0.2%
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