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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
751
San Francisco Sentry Investment Group
California
$76K – – –
SFG
752
Sowa Financial Group
Rhode Island
$76K +$50 +1 +0.1%
CFO
753
CVA Family Office
Colorado
$74K +$200 +4 +0.3%
SBL
754
Sargent Bickham Lagudis
Colorado
$73K +$100 +2 +0.1%
FA
755
Fortis Advisors
Pennsylvania
$73K +$652 +13 +1%
SFSG
756
Stearns Financial Services Group
North Carolina
$72K -$7.02K -140 -9%
AC
757
Asio Capital
Kentucky
$70K – – –
GRP
758
Global Retirement Partners
California
$70K +$50 +1 +0.1%
CIR
759
Clear Investment Research
Georgia
$70K +$51K +1,017 +353%
AIA
760
Arcadia Investment Advisors
Idaho
$66.5K – – –
KPW
761
Kore Private Wealth
New York
$64K – – –
BFIM
762
Beese Fulmer Investment Management
Ohio
$64K +$59.6K +1,190 New
ACM
763
AUA Capital Management
Pennsylvania
$59K – – –
RWG
764
Regal Wealth Group
California
$57K +$150 +3 +0.3%
TFS
765
TrustCore Financial Services
Tennessee
$57K +$14K +280 +36%
LWCFA
766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K +$53.2K +1,061 New
NL
767
NVWM LLC
Pennsylvania
$51K -$1.1M -22,022 -96%
IA
768
IFP Advisors
Florida
$51K -$4.66K -93 -9%
DAC
769
Dividend Assets Capital
South Carolina
$48K – – –
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
IFAM
771
Institutional & Family Asset Management
Colorado
$46K +$30.2K +602 +235%
IA
772
Independence Advisors
Pennsylvania
$43K – – –
SFPG
773
Stonebridge Financial Planning Group
Florida
$43K – – –
RTC
774
Riverview Trust Company
Washington
$43K +$10.8K +215 +37%
OIS
775
Okabena Investment Services
Minnesota
$43K +$40.1K +800 New
29 30
31
32 33