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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
751
Bangor Savings Bank
Maine
$487K – – –
OIA
752
Optimum Investment Advisors
Illinois
$484K +$4.55K +64 +1%
LFG
753
Larson Financial Group
Missouri
$484K +$14.8K +208 +3%
NFC
754
Northeast Financial Consultants
Connecticut
$483K – – –
AA
755
Alesco Advisors
New York
$482K -$4.26K -60 -1%
RW
756
REDW Wealth
New Mexico
$482K -$65.4K -920 -13%
OWP
757
Obermeyer Wealth Partners
Colorado
$480K – – –
WP
758
Westmount Partners
California
$479K – – –
HCM
759
Hollencrest Capital Management
California
$476K – – –
CIC
760
Carnegie Investment Counsel
Ohio
$475K -$171K -2,408 -28%
FNBTCON
761
First National Bank & Trust Co of Newtown
Pennsylvania
$475K – – –
HCA
762
Harbour Capital Advisors
Virginia
$470K +$1.49K +21 +0.3%
GFS
763
GYL Financial Synergies
Connecticut
$470K +$35.3K +497 +9%
VC
764
Veracity Capital
Georgia
$464K +$12.4K +175 +3%
EIA
765
Edgemoor Investment Advisors
Maryland
$463K – – –
CWP
766
Cyndeo Wealth Partners
Florida
$461K +$132K +1,863 +46%
PCMC
767
Planning Capital Management Corporation
Pennsylvania
$459K +$420K +5,906 New
SWM
768
Segment Wealth Management
Texas
$459K – – –
AP
769
Adero Partners
California
$459K – – –
LI
770
LMCG Investments
Massachusetts
$456K – – –
CSC
771
Caldwell Sutter Capital
California
$455K +$73K +1,028 +21%
CIA
772
Capital Investment Advisors
Georgia
$455K -$65.5K -922 -14%
WI
773
Wedgewood Investors
Pennsylvania
$455K – – –
BAMG
774
Brand Asset Management Group
Missouri
$455K – – –
ARG
775
Advisory Resource Group
Oklahoma
$452K +$45.3K +638 +12%
29 30
31
32 33