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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Axiom Investment Management
New York
$5K – – –
GWS
802
Glassman Wealth Services
Virginia
$5K +$6K +109 New
IWP
803
IAG Wealth Partners
Wisconsin
$4K -$8.81K -160 -65%
CCM
804
Cribstone Capital Management
Maine
$4K – – –
LDFR
805
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
ME
806
McIlrath & Eck
Washington
$4K – – –
AIM
807
Anchor Investment Management
South Carolina
$3.97K – – –
CAGAS
808
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
SFA
809
Stewardship Financial Advisors
Georgia
$3K +$3.3K +60 New
RFM
810
Royal Fund Management
Florida
$2K – – –
FA
811
Faithward Advisors
Pennsylvania
$1K -$660 -12 -30%
SWM
812
Sugarloaf Wealth Management
Georgia
$1K – – –
WIM
813
Westside Investment Management
California
$9 +$12.5K +228 New
SV
814
Starboard Value
New York
– -$56.7M -1,030,000 Closed
RGIA
815
Rainier Group Investment Advisory
Washington
– -$24.6M -412,727 Closed
GLI
816
Guardian Life Insurance
New York
– -$14.1M -237,287 Closed
CM
817
Churchill Management
California
– -$11.1M -186,364 Closed
PCP
818
Proficio Capital Partners
Massachusetts
– -$10M -167,933 Closed
MCM
819
Manchester Capital Management
Vermont
– -$7.98M -133,837 Closed
FFA
820
Fragasso Financial Advisors
Pennsylvania
– -$7.98M -133,781 Closed
IAA
821
Independent Advisor Alliance
North Carolina
– -$7.81M -131,044 Closed
RWA
822
Redhawk Wealth Advisors
Minnesota
– -$7.17M -120,223 Closed
BZWA
823
Blue Zone Wealth Advisors
California
– -$5.16M -86,529 Closed
HC
824
Henshaw Capital
Massachusetts
– -$2.48M -41,612 Closed
IWC
825
Integrated Wealth Concepts
Massachusetts
– -$1.79M -30,109 Closed
31 32
33
34 35