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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
776
Thomasville National Bank
Georgia
$625K -$7.95K -92 -1%
MAWA
777
Moss Adams Wealth Advisors
Washington
$624K -$4.49K -52 -0.8%
WPC
778
Wedmont Private Capital
Pennsylvania
$622K -$86 -1 -0%
AO
779
Advisor OS
Illinois
$620K +$11.7K +136 +2%
DFA
780
Davies Financial Advisors
California
$619K +$581K +6,728 New
CIC
781
Carnegie Investment Counsel
Ohio
$617K -$40.4K -468 -7%
TWP
782
Triad Wealth Partners
Kansas
$616K +$579K +6,702 New
ACA
783
Affinity Capital Advisors
California
$615K +$201K +2,330 +53%
CCFCSB
784
Cape Cod Five Cents Savings Bank
Massachusetts
$609K – – –
SWM
785
SilverOak Wealth Management
Minnesota
$608K – – –
OPCM
786
Osborne Partners Capital Management
California
$607K – – –
HI
787
Harbour Investments
Wisconsin
$606K -$4.06K -47 -0.7%
VC
788
Veracity Capital
Georgia
$601K +$99.1K +1,147 +21%
SCTC
789
Sanibel Captiva Trust Company
Florida
$600K -$30.1K -349 -5%
ARG
790
Advisory Resource Group
Oklahoma
$594K -$10.9K -126 -2%
SWM
791
Segment Wealth Management
Texas
$593K – – –
CWM
792
Cordatus Wealth Management
Pennsylvania
$591K -$2.68K -31 -0.5%
PP
793
Postrock Partners
Oregon
$586K -$1.12M -12,950 -67%
BHWM
794
Bar Harbor Wealth Management
New Hampshire
$584K +$14.3K +166 +3%
AMBIA
795
Allen Mooney & Barnes Investment Advisors
Georgia
$582K – – –
IWB
796
Innovative Wealth Building
Maryland
$582K +$72.1K +835 +15%
EF
797
Empowered Funds
Pennsylvania
$581K +$546K +6,318 New
MC
798
Mathes Company
New York
$580K – – –
HP
799
Holistic Planning
Texas
$578K +$209K +2,418 +62%
CL
800
CVFG LLC
Indiana
$577K +$18.6K +215 +4%
30 31
32
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