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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$414K +$1.21K +17 +0.3%
SC
802
Sonen Capital
California
$414K – – –
FCH
803
Freestone Capital Holdings
Washington
$413K -$82.8K -1,166 -18%
D
804
Dentgroup
Louisiana
$413K +$377K +5,307 New
CC
805
Callan Capital
California
$410K +$1.35K +19 +0.4%
PL
806
Plancorp LLC
Missouri
$410K +$63.9K +900 +21%
HFS
807
HBC Financial Services
Washington
$409K – – –
FPW
808
Flagship Private Wealth
Massachusetts
$408K +$3.27K +46 +0.9%
ZF
809
Zhang Financial
Michigan
$407K +$1.42K +20 +0.4%
WLPWM
810
Walled Lake Planning & Wealth Management
Illinois
$405K +$5.75K +81 +2%
CFD
811
Creative Financial Designs
Indiana
$405K -$355 -5 -0.1%
BCM
812
Brasada Capital Management
Texas
$403K +$369K +5,191 New
SCM
813
SOL Capital Management
Maryland
$403K -$10.7K -150 -3%
SL
814
Salomon & Ludwin
Virginia
$403K – – –
STA
815
Summit Trail Advisors
New York
$402K +$497 +7 +0.1%
PCM
816
Parsons Capital Management
Rhode Island
$401K – – –
PCA
817
Prosperity Capital Advisors
Ohio
$400K -$6.54K -92 -2%
AFTS
818
American Financial & Tax Strategies
New York
$399K +$365K +5,135 New
EWA
819
Encompass Wealth Advisors
Oregon
$399K -$134K -1,892 -27%
GC
820
Gratus Capital
Georgia
$396K – – –
CWM
821
Castle Wealth Management
Florida
$395K – – –
ST
822
Spinnaker Trust
Maine
$393K – – –
HCM
823
Howland Capital Management
Massachusetts
$392K +$114K +1,599 +46%
WC
824
Weil Company
California
$391K – – –
NRI
825
NFP Retirement Inc
California
$390K +$29.1K +410 +9%
31 32
33
34 35