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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$522K – – –
SAS
752
SMI Advisory Services
Indiana
$519K +$524K +6,442 New
FMTCOCP
753
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$519K – – –
FWIA
754
Fort Washington Investment Advisors
Ohio
$516K – – –
DWP
755
Destiny Wealth Partners
Florida
$514K +$161K +1,972 +45%
RWM
756
Reston Wealth Management
Virginia
$513K -$24.3K -298 -5%
WWM
757
Western Wealth Management
Colorado
$512K -$31K -381 -6%
MC
758
Mathes Company
New York
$511K – – –
CWM
759
Cordatus Wealth Management
Pennsylvania
$510K +$512K +6,296 New
BSB
760
Bangor Savings Bank
Maine
$508K – – –
SWM
761
Segment Wealth Management
Texas
$507K – – –
GRP
762
Global Retirement Partners
California
$505K -$220K -2,706 -30%
NFC
763
Northeast Financial Consultants
Connecticut
$503K – – –
AA
764
Alesco Advisors
New York
$503K – – –
RW
765
REDW Wealth
New Mexico
$502K – – –
VFIC
766
Valley Forge Investment Consultants
Pennsylvania
$502K – – –
ARG
767
Advisory Resource Group
Oklahoma
$501K +$18.6K +229 +4%
FNT
768
First Nebraska Trust
Nebraska
$499K – – –
HCM
769
Hollencrest Capital Management
California
$496K – – –
WP
770
Westmount Partners
California
$495K -$407 -5 -0.1%
DFC
771
DBK Financial Counsel
Ohio
$495K – – –
GFS
772
GYL Financial Synergies
Connecticut
$494K – – –
FFM
773
Forum Financial Management
Illinois
$494K – – –
MC
774
Moors & Cabot
Massachusetts
$493K +$57K +700 +13%
E3F
775
Eight 31 Financial
Texas
$491K -$16.2K -199 -3%
29 30
31
32 33