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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
776
Sage Financial Management Group
Virginia
$450K – – –
TP
777
Tranquility Partners
Tennessee
$449K -$4.26K -60 -1%
GI
778
GAMMA Investing
California
$447K +$415K +5,839 New
CB
779
Cadence Bank
Mississippi
$446K +$71K +1,000 +21%
SMH
780
Sanders Morris Harris
Texas
$445K +$411K +5,784 New
NFP
781
Narus Financial Partners
Utah
$444K +$67.3K +947 +20%
WP
782
WealthShield Partners
North Carolina
$442K -$152K -2,143 -27%
FFA
783
Founders Financial Alliance
North Carolina
$436K -$1.78K -25 -0.4%
NB
784
Nicolet Bankshares
Wisconsin
$432K +$395K +5,564 New
CCP
785
Clarity Capital Partners
California
$431K +$394K +5,544 New
FCM
786
Fourpath Capital Management
Oklahoma
$430K -$1.85K -26 -0.5%
SWA
787
SFMG Wealth Advisors
Texas
$430K – – –
IWMA
788
Ironwood Wealth Management (Arizona)
Arizona
$427K -$71 -1 -0%
FPB
789
First PREMIER Bank
South Dakota
$426K – – –
DPI
790
Diversified Portfolios Inc
Michigan
$425K – – –
RFA
791
Register Financial Advisors
Georgia
$425K +$2.34K +33 +0.6%
BWA
792
Blodgett Wealth Advisors
California
$425K – – –
DWP
793
Destiny Wealth Partners
Florida
$424K – – –
AO
794
Advisor OS
Illinois
$423K -$21K -296 -5%
IWP
795
Invenio Wealth Partners
Florida
$420K -$6.25K -88 -2%
PAM
796
Palisade Asset Management
Minnesota
$420K – – –
SFG
797
StrategIQ Financial Group
Indiana
$419K – – –
MC
798
Moors & Cabot
Massachusetts
$418K – – –
JIP
799
Jaffetilchin Investment Partners
Florida
$417K +$3.13K +44 +0.8%
4WM
800
49 Wealth Management
Texas
$416K +$380K +5,349 New
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