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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
751
Essex Savings Bank
Connecticut
$779K -$14K -140 -2%
FA
752
Fermata Advisors
California
$777K -$599 -6 -0.1%
OWP
753
Obermeyer Wealth Partners
Colorado
$774K – – –
NLP
754
Next Level Private
New York
$773K +$21K +210 +3%
SSWM
755
Smith Salley Wealth Management
North Carolina
$773K -$11.1K -111 -1%
AWM
756
Angeles Wealth Management
California
$772K – – –
PIA
757
Polaris Investment Advisors
Massachusetts
$771K – – –
CAL
758
Capital Analysts LLC
Pennsylvania
$771K +$126K +1,265 +19%
PGAM
759
Princeton Global Asset Management
New Jersey
$769K -$40.4K -404 -5%
GC
760
Grimes & Company
Massachusetts
$769K +$2.1K +21 +0.3%
SFP
761
Shepherd Financial Partners
Massachusetts
$764K -$2.4K -24 -0.3%
MWM
762
Mission Wealth Management
California
$762K -$10.8K -108 -1%
GS
763
GWN Securities
Florida
$762K -$28K -280 -3%
PFGIA
764
Patriot Financial Group Insurance Agency
Massachusetts
$761K +$399K +3,995 +104%
FFM
765
Flagstone Financial Management
Nebraska
$761K – – –
W
766
Wealthquest
Ohio
$758K -$9.39K -94 -1%
OSNBOA
767
Old Second National Bank of Aurora
Illinois
$756K – – –
MO
768
McMillan Office
Michigan
$752K – – –
CL
769
CVFG LLC
Indiana
$750K +$148K +1,485 +24%
FAL
770
Focused Alpha LLC
Colorado
$750K +$599 +6 +0.1%
IAIM
771
International Assets Investment Management
Florida
$750K -$148K -1,483 -16%
AC
772
AlphaCore Capital
California
$746K -$43.4K -434 -5%
DE
773
Diversified Enterprises
Delaware
$742K +$84.8K +849 +13%
LFG
774
Larson Financial Group
Missouri
$741K +$1.8K +18 +0.2%
BCM
775
Brookstone Capital Management
Illinois
$740K +$79.7K +798 +12%
29 30
31
32 33