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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
726
HM Payson & Co
Maine
$131K +$20K +400 +20%
SIS
727
SVB Investment Services
Utah
$130K +$110K +2,189 +944%
FCM
728
Firestone Capital Management
Florida
$125K – – –
TH
729
TCTC Holdings
Texas
$123K +$115K +2,300 New
LWANC
730
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K – – –
SL
731
Savior LLC
Massachusetts
$118K +$50 +1 +0%
M
732
MOTCO
Texas
$115K – – –
RWB
733
RMR Wealth Builders
New Jersey
$115K +$107K +2,137 New
CB
734
CNB Bank
Pennsylvania
$113K – – –
HFS
735
HBC Financial Services
Washington
$109K -$60.1K -1,200 -38%
MCM
736
MV Capital Management
Maryland
$103K -$15K -300 -14%
LAS
737
Lloyd Advisory Services
Georgia
$101K -$50.7K -1,012 -35%
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.3K +$5.01K +100 +6%
FWM
739
FSA Wealth Management
Massachusetts
$99K +$5.01K +100 +6%
1W
740
1776 Wealth
Georgia
$96K – – –
AIC
741
Archer Investment Corporation
Indiana
$95.6K -$91.6K -1,828 -51%
EWM
742
Endurance Wealth Management
Rhode Island
$93K – – –
MIM
743
Macroview Investment Management
Maryland
$91K +$10.5K +210 +14%
BA
744
Ballast Advisors
Minnesota
$88K – – –
EIP
745
Ellis Investment Partners
Pennsylvania
$85K -$44.3K -884 -36%
RFA
746
Reilly Financial Advisors
California
$84K -$34.2K -682 -30%
CAC
747
Certified Advisory Corp
Florida
$82K +$54.1K +1,080 +241%
FFW
748
Fusion Family Wealth
New York
$80K -$4.41K -88 -6%
FPFS
749
First Personal Financial Services
North Carolina
$80K – – –
GWMIA
750
Global Wealth Management Investment Advisory
Florida
$79K -$20K -400 -21%
28 29
30
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