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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$596K +$67.6K +853 +14%
FAT
702
First American Trust
California
$596K +$325K +4,099 +137%
SCP
703
Stevens Capital Partners
Nebraska
$593K -$10.9K -137 -2%
GL
704
Graypoint LLC
New York
$592K – – –
CWM
705
Cranbrook Wealth Management
Michigan
$590K – – –
CCFCSB
706
Cape Cod Five Cents Savings Bank
Massachusetts
$589K – – –
AC
707
Anson Capital
Georgia
$583K – – –
TNB
708
Thomasville National Bank
Georgia
$579K – – –
TF
709
Tompkins Financial
New York
$579K – – –
TGAM
710
TBH Global Asset Management
Tennessee
$573K -$12.8K -162 -2%
TSW
711
Thompson Siegel & Walmsley
Virginia
$573K – – –
MA
712
Montag & Associates
Georgia
$572K +$396 +5 +0.1%
LFG
713
Larson Financial Group
Missouri
$566K +$40.4K +510 +8%
WWM
714
Western Wealth Management
Colorado
$563K -$4.83K -61 -0.9%
KCM
715
Kanawha Capital Management
Virginia
$562K – – –
CT
716
Caldwell Trust
Florida
$558K – – –
RWM
717
Reston Wealth Management
Virginia
$557K +$1.27K +16 +0.2%
FA
718
Fermata Advisors
California
$557K +$79 +1 +0%
BA
719
Ballew Advisors
Mississippi
$555K -$50.2K -634 -9%
OPCM
720
Osborne Partners Capital Management
California
$555K – – –
FPAS
721
Focus Partners Advisor Solutions
Missouri
$555K +$196K +2,476 +60%
JFA
722
JNBA Financial Advisors
Minnesota
$554K -$8.32K -105 -2%
BFA
723
Beacon Financial Advisory
Ohio
$548K -$209K -2,632 -29%
PO
724
Private Ocean
California
$545K – – –
BHWM
725
Bar Harbor Wealth Management
New Hampshire
$541K – – –
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