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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
726
Western Wealth Management
Colorado
$525K +$217K +3,061 +83%
TFA
727
TPG Financial Advisors
Oregon
$521K +$15.4K +217 +3%
JFA
728
JNBA Financial Advisors
Minnesota
$520K -$10.7K -151 -2%
KCM
729
Kanawha Capital Management
Virginia
$520K -$46.5K -654 -9%
CT
730
Caldwell Trust
Florida
$516K -$5.12K -72 -1%
FA
731
Fermata Advisors
California
$514K – – –
RWM
732
Reston Wealth Management
Virginia
$513K +$4.05K +57 +0.9%
OPCM
733
Osborne Partners Capital Management
California
$513K +$68.2K +960 +17%
TLFA
734
True Link Financial Advisors
California
$511K +$8.67K +122 +2%
WPC
735
Wedmont Private Capital
Pennsylvania
$511K +$213 +3 +0%
KIG
736
Kowal Investment Group
Wisconsin
$506K -$88.3K -1,243 -16%
PO
737
Private Ocean
California
$504K -$14.2K -200 -3%
ICG
738
InterOcean Capital Group
Tennessee
$501K +$20.1K +283 +5%
BHWM
739
Bar Harbor Wealth Management
New Hampshire
$501K – – –
E3F
740
Eight 31 Financial
Texas
$500K +$457K +6,432 New
FFM
741
Forum Financial Management
Illinois
$500K -$36.9K -519 -7%
SEIA
742
Signature Estate & Investment Advisors
California
$499K – – –
SCA
743
Sandy Cove Advisors
Massachusetts
$498K +$1.71K +24 +0.4%
EW
744
Evoke Wealth
California
$497K -$6.06M -85,357 -93%
FMTCOCP
745
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$497K -$96.6K -1,360 -18%
FWIA
746
Fort Washington Investment Advisors
Ohio
$495K – – –
GF
747
Gries Financial
Ohio
$495K +$167K +2,349 +58%
MC
748
Mathes Company
New York
$490K – – –
TFM
749
TFC Financial Management
Massachusetts
$489K +$2.98K +42 +0.7%
FNT
750
First Nebraska Trust
Nebraska
$488K – – –
28 29
30
31 32