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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
Anson Capital
Georgia
$445K +$55.2K +793 +15%
LI
727
LMCG Investments
Massachusetts
$445K -$34.8K -500 -8%
ICG
728
InterOcean Capital Group
Tennessee
$442K – – –
AFO
729
Arrowroot Family Office
California
$441K +$420K +6,032 New
LFG
730
Larson Financial Group
Missouri
$439K – – –
EIA
731
Edgemoor Investment Advisors
Maryland
$435K – – –
WI
732
Wedgewood Investors
Pennsylvania
$435K -$9.18K -132 -2%
DBT
733
Dubuque Bank & Trust
Iowa
$434K – – –
SWM
734
Segment Wealth Management
Texas
$431K – – –
AP
735
Adero Partners
California
$431K -$26K -374 -6%
BAMG
736
Brand Asset Management Group
Missouri
$427K +$20.9K +301 +5%
HCA
737
Harbour Capital Advisors
Virginia
$425K – – –
SL
738
Salomon & Ludwin
Virginia
$425K – – –
VC
739
Veracity Capital
Georgia
$423K +$209 +3 +0.1%
GFS
740
GYL Financial Synergies
Connecticut
$423K +$36.4K +524 +10%
WDG
741
Wealth Dimensions Group
Ohio
$423K +$30.6K +440 +8%
CWM
742
Cordatus Wealth Management
Pennsylvania
$422K +$402K +5,783 New
MA
743
Montag & Associates
Georgia
$422K +$348 +5 +0.1%
DWP
744
Destiny Wealth Partners
Florida
$422K – – –
AO
745
Advisor OS
Illinois
$418K +$22K +316 +6%
CFD
746
Creative Financial Designs
Indiana
$417K +$5.57K +80 +1%
DSN
747
D. Scott Neal
Kentucky
$415K -$144K -2,065 -27%
FFA
748
Founders Financial Alliance
North Carolina
$413K +$130K +1,874 +50%
BCM
749
Brookstone Capital Management
Illinois
$410K +$835 +12 +0.2%
OPCM
750
Osborne Partners Capital Management
California
$409K +$390K +5,600 New
28 29
30
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