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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
BerganKDV Wealth Management
Minnesota
$359K +$924 +12 +0.3%
LCOV
802
London Company of Virginia
Virginia
$356K -$4.08M -53,022 -92%
CCP
803
Cassia Capital Partners
North Carolina
$356K – – –
PWM
804
PBMares Wealth Management
Virginia
$355K – – –
OPCM
805
Osborne Partners Capital Management
California
$354K +$69.3K +900 +25%
SB
806
Strategic Blueprint
Georgia
$353K -$194K -2,523 -36%
FLA
807
Financial Life Advisors
Texas
$353K – – –
VWM
808
Venturi Wealth Management
Texas
$352K +$347K +4,507 New
DDC
809
DF Dent & Co
Maryland
$351K – – –
BG
810
Bollard Group
Massachusetts
$350K +$770 +10 +0.2%
AWM
811
Angeles Wealth Management
California
$347K +$342K +4,444 New
CCMG
812
Clark Capital Management Group
Pennsylvania
$346K +$121K +1,574 +55%
BZWA
813
Blue Zone Wealth Advisors
California
$345K +$142K +1,845 +72%
OBWP
814
O'Brien Wealth Partners
Massachusetts
$344K -$73K -948 -16%
GJIC
815
Gamble Jones Investment Counsel
California
$344K – – –
PL
816
Plancorp LLC
Missouri
$344K +$57.3K +744 +20%
RA
817
Rodgers & Associates
Pennsylvania
$343K -$58.9K -765 -15%
PCA
818
Personal Capital Advisors
California
$343K -$15.4K -200 -4%
FPFS
819
First Personal Financial Services
North Carolina
$341K -$11.1K -144 -3%
APP
820
Avantax Planning Partners
Iowa
$341K +$337K +4,373 New
AF
821
Advisornet Financial
Minnesota
$340K +$847 +11 +0.3%
EWM
822
Evermay Wealth Management
Virginia
$340K +$13.5K +176 +4%
OL
823
Optas LLC
Texas
$339K – – –
SIG
824
Stonegate Investment Group
Alabama
$334K – – –
TCOV
825
Trust Company of Vermont
Vermont
$334K – – –
31 32
33
34 35