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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
701
BLB&B Advisors
Pennsylvania
$811K – – –
GWS
702
Glassman Wealth Services
Virginia
$811K – – –
IF
703
Ironwood Financial
Arizona
$811K -$118K -1,243 -13%
ATS
704
Ashton Thomas Securities
New York
$810K +$796K +8,393 New
BIM
705
Baldwin Investment Management
Pennsylvania
$807K – – –
SCI
706
S&CO Inc
Massachusetts
$805K – – –
GC
707
Grimes & Company
Massachusetts
$803K +$2.65K +28 +0.3%
IAA
708
Independent Advisor Alliance
North Carolina
$802K +$787K +8,307 New
CW
709
Curio Wealth
Maryland
$801K -$61.7K -651 -7%
BW
710
BIP Wealth
Georgia
$801K -$1.71K -18 -0.2%
MC
711
Moors & Cabot
Massachusetts
$794K +$4.83K +51 +0.6%
SFP
712
Shepherd Financial Partners
Massachusetts
$794K – – –
BFIM
713
Beese Fulmer Investment Management
Ohio
$793K -$50.6K -534 -6%
SSWM
714
Smith Salley Wealth Management
North Carolina
$788K -$63.3K -668 -8%
ESB
715
Essex Savings Bank
Connecticut
$788K -$8.53K -90 -1%
AC
716
AlphaCore Capital
California
$782K -$43.9K -463 -5%
BFA
717
Beaumont Financial Advisors
Massachusetts
$779K – – –
TWA
718
TCI Wealth Advisors
Arizona
$777K -$2.18K -23 -0.3%
DIA
719
Dana Investment Advisors
Wisconsin
$774K -$7.87K -83 -1%
PGAM
720
Princeton Global Asset Management
New Jersey
$769K – – –
MWM
721
Mission Wealth Management
California
$766K -$27.7K -292 -4%
FDCP
722
Foster Dykema Cabot & Partners
Massachusetts
$764K +$13.7K +144 +2%
MLL
723
Moody Lynn & Lieberson
Massachusetts
$763K – – –
WFA
724
Wellspring Financial Advisors
Ohio
$761K – – –
IAG
725
Investment Advisory Group
Massachusetts
$757K -$75.7K -799 -9%
27 28
29
30 31