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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Callan Capital
California
$364K – – –
HFS
777
HBC Financial Services
Washington
$364K – – –
BFM
778
Broadview Financial Management
Wisconsin
$363K -$3.65K -50 -0.9%
PCA
779
Prosperity Capital Advisors
Ohio
$363K +$8.54K +117 +2%
HPC
780
HM Payson & Co
Maine
$362K +$175K +2,400 +85%
ZF
781
Zhang Financial
Michigan
$362K – – –
MOACM
782
Mutual of America Capital Management
New York
$361K – – –
CFD
783
Creative Financial Designs
Indiana
$361K -$36.4K -499 -9%
FPW
784
Flagship Private Wealth
Massachusetts
$360K +$16K +219 +4%
STA
785
Summit Trail Advisors
New York
$359K – – –
ARG
786
Advisory Resource Group
Oklahoma
$358K +$151K +2,070 +67%
PCM
787
Parsons Capital Management
Rhode Island
$357K – – –
WLPWM
788
Walled Lake Planning & Wealth Management
Illinois
$355K +$8.24K +113 +2%
CWM
789
Castle Wealth Management
Florida
$353K – – –
GC
790
Gratus Capital
Georgia
$353K -$2.92K -40 -0.8%
TFA
791
Triad Financial Advisors
North Carolina
$351K +$4.96K +68 +1%
MCM
792
Manchester Capital Management
Vermont
$350K – – –
ST
793
Spinnaker Trust
Maine
$350K – – –
LFA
794
Legacy Financial Advisors
Kentucky
$349K -$11.5K -157 -3%
WC
795
Weil Company
California
$349K – – –
EGA
796
E&G Advisors
Texas
$346K – – –
HA
797
Herold Advisors
New York
$346K – – –
RCAG
798
Rehmann Capital Advisory Group
Michigan
$343K +$1.17K +16 +0.3%
TVAMP
799
Tennessee Valley Asset Management Partners
Tennessee
$343K -$11.6K -159 -3%
VCM
800
Versant Capital Management
Arizona
$342K +$300K +4,110 +499%
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