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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Greenhouse Wealth Management
Connecticut
$605K +$1.96K +22 +0.3%
ST
752
Smithfield Trust
Pennsylvania
$602K – – –
TP
753
Tranquility Partners
Tennessee
$601K +$73.9K +829 +13%
BFPW
754
BOK Financial Private Wealth
Colorado
$600K – – –
SIM
755
Stratos Investment Management
Ohio
$600K +$357 +4 +0.1%
LFG
756
Larson Financial Group
Missouri
$599K -$71.5K -802 -10%
CWM
757
Cranbrook Wealth Management
Michigan
$597K – – –
MWM
758
McNaughton Wealth Management
California
$590K – – –
AC
759
Anson Capital
Georgia
$590K – – –
FPB
760
First PREMIER Bank
South Dakota
$589K – – –
CAL
761
Capital Analysts LLC
Pennsylvania
$589K +$268K +3,004 +77%
TNB
762
Thomasville National Bank
Georgia
$586K +$2.68K +30 +0.4%
TF
763
Tompkins Financial
New York
$586K -$3.75K -42 -0.6%
SCTC
764
Sanibel Captiva Trust Company
Florida
$584K – – –
MAWA
765
Moss Adams Wealth Advisors
Washington
$582K -$17.8K -200 -3%
LC
766
Lindbrook Capital
California
$582K +$29.7K +333 +5%
TFA
767
TPG Financial Advisors
Oregon
$579K +$4.19K +47 +0.7%
MA
768
Montag & Associates
Georgia
$576K +$535 +6 +0.1%
BMC
769
Bear Mountain Capital
Washington
$571K -$981 -11 -0.2%
CT
770
Caldwell Trust
Florida
$569K +$12.9K +145 +2%
BPC
771
Bearing Point Capital
Minnesota
$564K +$20.2K +226 +4%
HI
772
Harbour Investments
Wisconsin
$564K -$4.55K -51 -0.8%
SWM
773
SilverOak Wealth Management
Minnesota
$562K +$145K +1,624 +33%
OPCM
774
Osborne Partners Capital Management
California
$561K – – –
AO
775
Advisor OS
Illinois
$561K +$589K +6,600 New
29 30
31
32 33