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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
701
Glassman Wealth Services
Virginia
$742K – – –
FIA
702
Foundations Investment Advisors
Arizona
$742K -$75.1K -827 -9%
RPGK
703
Retirement Planning Group (Kansas)
Kansas
$740K +$817 +9 +0.1%
SFP
704
Shepherd Financial Partners
Massachusetts
$737K +$105K +1,155 +16%
SCI
705
S&CO Inc
Massachusetts
$737K – – –
BW
706
BIP Wealth
Georgia
$731K -$4.63K -51 -0.6%
MWM
707
Mission Wealth Management
California
$730K -$48.8K -538 -6%
WS
708
Wedbush Securities
California
$729K +$748K +8,243 New
AWM
709
AAF Wealth Management
Massachusetts
$729K +$128K +1,408 +21%
FPAS
710
Focus Partners Advisor Solutions
Missouri
$723K +$187K +2,064 +34%
BFA
711
Beaumont Financial Advisors
Massachusetts
$720K -$10.3K -114 -1%
MC
712
Moors & Cabot
Massachusetts
$715K +$14.3K +157 +2%
AFP
713
Ausdal Financial Partners
Iowa
$713K +$453K +4,994 +162%
PGAM
714
Princeton Global Asset Management
New Jersey
$706K -$22.8K -251 -3%
SC
715
Sapient Capital
Indiana
$701K +$19.9K +219 +3%
FA
716
Fermata Advisors
California
$701K -$5.9K -65 -0.8%
MLL
717
Moody Lynn & Lieberson
Massachusetts
$699K – – –
DIA
718
Dana Investment Advisors
Wisconsin
$698K – – –
CCP
719
Cassia Capital Partners
North Carolina
$698K +$302K +3,328 +73%
FFM
720
Flagstone Financial Management
Nebraska
$696K +$4.27K +47 +0.6%
IA
721
IFP Advisors
Florida
$695K +$488K +5,372 +216%
LFG
722
Larson Financial Group
Missouri
$694K +$104K +1,149 +17%
BFIM
723
Beese Fulmer Investment Management
Ohio
$690K – – –
BCM
724
Buckhead Capital Management
Georgia
$689K +$8.26K +91 +1%
OSNBOA
725
Old Second National Bank of Aurora
Illinois
$688K – – –
27 28
29
30 31