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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
751
Blodgett Wealth Advisors
California
$407K – – –
IWMA
752
Ironwood Wealth Management (Arizona)
Arizona
$405K – – –
BWA
753
BDO Wealth Advisors
Florida
$404K +$2.09K +30 +0.5%
SWA
754
SFMG Wealth Advisors
Texas
$404K – – –
FAIM
755
Financial Advocates Investment Management
Washington
$403K -$78.8K -1,133 -17%
GSAM
756
Grant Street Asset Management
Pennsylvania
$402K +$383K +5,500 New
SFG
757
StrategIQ Financial Group
Indiana
$401K – – –
FPB
758
First PREMIER Bank
South Dakota
$401K -$28.9K -415 -7%
DPI
759
Diversified Portfolios Inc
Michigan
$399K -$27.8K -400 -7%
HFS
760
HBC Financial Services
Washington
$397K – – –
WPC
761
Wedmont Private Capital
Pennsylvania
$395K +$368K +5,297 New
TF
762
Tompkins Financial
New York
$395K – – –
PAM
763
Palisade Asset Management
Minnesota
$394K – – –
MC
764
Moors & Cabot
Massachusetts
$393K -$60.9K -875 -14%
SCM
765
SOL Capital Management
Maryland
$389K – – –
SC
766
Sonen Capital
California
$389K – – –
JIP
767
Jaffetilchin Investment Partners
Florida
$388K +$43.8K +630 +13%
TWA
768
TCI Wealth Advisors
Arizona
$388K -$22.3K -320 -6%
BFM
769
Broadview Financial Management
Wisconsin
$387K -$183K -2,636 -33%
PAM
770
Peak Asset Management
Colorado
$385K +$367K +5,270 New
CC
771
Callan Capital
California
$384K – – –
ZF
772
Zhang Financial
Michigan
$381K +$348 +5 +0.1%
MOACM
773
Mutual of America Capital Management
New York
$381K +$72.9K +1,048 +25%
LFA
774
Legacy Financial Advisors
Kentucky
$380K – – –
STA
775
Summit Trail Advisors
New York
$377K +$139 +2 +0%
29 30
31
32 33