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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
701
Flaharty Asset Management
Florida
$499K +$3.69K +45 +0.8%
BWA
702
BDO Wealth Advisors
Florida
$499K +$91.8K +1,119 +23%
APG
703
Abacus Planning Group
South Carolina
$499K +$493K +6,007 New
EGA
704
E&G Advisors
Texas
$498K – – –
DA
705
Detalus Advisors
Missouri
$492K +$45.6K +555 +10%
AP
706
Adero Partners
California
$490K – – –
SWM
707
Segment Wealth Management
Texas
$490K – – –
MCM
708
Morton Capital Management
California
$490K +$484K +5,900 New
AWAG
709
ARS Wealth Advisors Group
Florida
$488K -$41.5K -505 -8%
ICG
710
InterOcean Capital Group
Tennessee
$488K – – –
SCM
711
Southport Capital Management
Tennessee
$488K +$482K +5,878 New
CFD
712
Creative Financial Designs
Indiana
$487K -$196K -2,386 -29%
MPI
713
Mairs & Power Inc
Minnesota
$487K +$207K +2,516 +75%
FFA
714
Founders Financial Alliance
North Carolina
$486K -$246 -3 -0.1%
BWP
715
Baldwin Wealth Partners
Massachusetts
$486K – – –
TVAMP
716
Tennessee Valley Asset Management Partners
Tennessee
$486K +$903 +11 +0.2%
NW
717
NewEdge Wealth
Pennsylvania
$486K +$481K +5,860 New
FCM
718
Fourpath Capital Management
Oklahoma
$482K +$477K +5,807 New
SFMG
719
Sage Financial Management Group
Virginia
$477K +$472K +5,745 New
SFG
720
StrategIQ Financial Group
Indiana
$473K -$32.8K -400 -7%
MPWT
721
MassMutual Private Wealth & Trust
Connecticut
$469K -$203K -2,472 -30%
ERIM
722
Eagle Ridge Investment Management
Connecticut
$466K +$135K +1,650 +42%
HCM
723
Howland Capital Management
Massachusetts
$465K – – –
IC
724
Inverness Counsel
New York
$465K – – –
SCM
725
SOL Capital Management
Maryland
$463K – – –
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