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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
701
Harbor Asset Planning
Massachusetts
$901K +$8.99K +90 +1%
TCA
702
Transcend Capital Advisors
New Jersey
$901K +$68.1K +682 +8%
CWM
703
Circle Wealth Management
New Jersey
$899K +$300 +3 +0%
EGA
704
E&G Advisors
Texas
$890K +$415K +4,153 +83%
GM
705
GeoWealth Management
Illinois
$888K -$1.1K -11 -0.1%
BCM
706
Buckhead Capital Management
Georgia
$886K – – –
GA
707
Goldstein Advisors
Wisconsin
$886K – – –
EWM
708
Empirical Wealth Management
Washington
$874K +$7.69K +77 +0.9%
PCA
709
Prosperity Capital Advisors
Ohio
$874K -$1.05M -10,522 -54%
CIA
710
Capital Investment Advisors
Georgia
$872K -$108K -1,084 -11%
LP
711
LGL Partners
Pennsylvania
$871K +$2.4K +24 +0.3%
DIA
712
Dana Investment Advisors
Wisconsin
$870K -$30K -300 -3%
CFFP
713
Center for Financial Planning
Michigan
$870K -$7.79K -78 -0.9%
BWM
714
Baron Wealth Management
Michigan
$869K -$11K -110 -1%
PFWA
715
Paces Ferry Wealth Advisors
Georgia
$868K +$999 +10 +0.1%
CAMG
716
CWA Asset Management Group
Florida
$867K +$217K +2,175 +32%
IAS
717
Insigneo Advisory Services
Florida
$866K -$61.9K -620 -7%
MWM
718
Modern Wealth Management
Kansas
$862K -$26.9K -269 -3%
HWA
719
Heritage Wealth Advisors
Virginia
$856K -$1.34M -13,424 -60%
LDB
720
Lee, Danner & Bass
Tennessee
$852K – – –
MFG
721
Midwest Financial Group
Kansas
$852K +$119K +1,188 +16%
BLC
722
Brown, Lisle/Cummings
Rhode Island
$846K – – –
ANBT
723
American National Bank & Trust
Texas
$838K – – –
CW
724
CreativeOne Wealth
Kansas
$834K -$505K -5,058 -37%
PWS
725
Precision Wealth Strategies
Missouri
$830K – – –
27 28
29
30 31