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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
751
IFP Advisors
Florida
$175K -$248K -4,324 -60%
LWA
752
LWS Wealth Advisors
New Jersey
$175K +$169K +2,937 New
ARMC
753
American Research & Management Company
Massachusetts
$171K – – –
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$168K -$17.2K -300 -10%
PCTC
755
Perkins Coie Trust Company
Washington
$168K – – –
FCM
756
Firestone Capital Management
Florida
$160K +$154K +2,684 New
VFA
757
Values First Advisors
Tennessee
$159K +$153K +2,659 New
WCG
758
Weaver Consulting Group
California
$158K – – –
ATC
759
Adirondack Trust Company
New York
$154K +$10.6K +184 +8%
HCM
760
Hillman Capital Management
Maryland
$151K +$145K +2,534 New
EIP
761
Ellis Investment Partners
Pennsylvania
$149K -$7.18K -125 -5%
SIAS
762
Shine Investment Advisory Services
Colorado
$145K +$140K +2,440 New
RWB
763
RMR Wealth Builders
New Jersey
$144K +$138K +2,407 New
SFG
764
Sowa Financial Group
Rhode Island
$136K +$131K +2,274 New
RFA
765
Reilly Financial Advisors
California
$134K +$861 +15 +0.7%
LWANC
766
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
MCM
767
MV Capital Management
Maryland
$132K – – –
SL
768
Savior LLC
Massachusetts
$131K +$126K +2,196 New
M
769
MOTCO
Texas
$128K – – –
WC
770
Whitnell & Co
Illinois
$127K +$15.8K +276 +15%
CB
771
CNB Bank
Pennsylvania
$125K – – –
CFA
772
Carroll Financial Associates
North Carolina
$125K +$57 +1 +0%
TRCT
773
Tower Research Capital (TRC)
New York
$125K +$52.6K +916 +77%
IFWM
774
Institute for Wealth Management
Colorado
$125K +$121K +2,104 New
HWM
775
Howard Wealth Management
Connecticut
$123K +$119K +2,075 New
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