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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
726
Baldwin Wealth Partners
Massachusetts
$375K – – –
NRI
727
NFP Retirement Inc
California
$374K +$1.35K +19 +0.3%
IWMA
728
Ironwood Wealth Management (Arizona)
Arizona
$374K -$14.9K -209 -3%
FAIM
729
Financial Advocates Investment Management
Washington
$373K -$26.3K -369 -6%
CWM
730
Cordatus Wealth Management
Pennsylvania
$373K – – –
EWA
731
Encompass Wealth Advisors
Oregon
$373K +$410K +5,761 New
MYIA
732
Mount Yale Investment Advisors
Colorado
$371K -$209K -2,932 -34%
SCM
733
SOL Capital Management
Maryland
$371K +$10.7K +150 +3%
IIA
734
IPG Investment Advisors
California
$366K +$403K +5,659 New
AG
735
Ascent Group
Virginia
$364K – – –
TW
736
Towerpoint Wealth
California
$362K -$415K -5,835 -51%
BA
737
Bridgewater Advisors
New York
$362K -$135K -1,900 -25%
IC
738
Inverness Counsel
New York
$362K – – –
CCMG
739
Clark Capital Management Group
Pennsylvania
$361K +$82.2K +1,155 +26%
BAMG
740
Brand Asset Management Group
Missouri
$359K -$16.4K -230 -4%
AF
741
Arrow Financial
New York
$359K +$12K +168 +3%
RWM
742
Rockwood Wealth Management
Pennsylvania
$358K -$236K -3,310 -37%
DA
743
Detalus Advisors
Missouri
$358K -$48K -675 -11%
AWS
744
AJ Wealth Strategies
New York
$357K – – –
SWA
745
SFMG Wealth Advisors
Texas
$357K – – –
PIFP
746
Partners in Financial Planning
Virginia
$356K +$64.4K +904 +22%
SFG
747
StrategIQ Financial Group
Indiana
$355K – – –
PAM
748
Palisade Asset Management
Minnesota
$354K -$1.92K -27 -0.5%
BEAM
749
Baker Ellis Asset Management
Washington
$354K – – –
TF
750
Tompkins Financial
New York
$350K -$399K -5,600 -51%
28 29
30
31 32