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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
801
Summit Trail Advisors
New York
$435K +$158 +2 +0%
PCM
802
Parsons Capital Management
Rhode Island
$434K – – –
IWP
803
Invenio Wealth Partners
Florida
$433K -$19.8K -250 -5%
PCG
804
Prosperity Consulting Group
Maryland
$433K +$33K +417 +9%
ECG
805
Edge Capital Group
Georgia
$433K +$58.6K +739 +17%
HCC
806
Hirtle Callaghan & Co
Pennsylvania
$432K +$183K +2,305 +81%
BWA
807
Bordeaux Wealth Advisors
California
$430K +$99.2K +1,252 +32%
GC
808
Gratus Capital
Georgia
$429K – – –
PCMC
809
Private Capital Management (Colorado)
Colorado
$427K +$194K +2,448 +93%
WC
810
Weil Company
California
$423K – – –
AFTS
811
American Financial & Tax Strategies
New York
$423K -$8.24K -104 -2%
NRI
812
NFP Retirement Inc
California
$422K +$317 +4 +0.1%
DPI
813
Diversified Portfolios Inc
Michigan
$422K -$35.7K -450 -8%
FPW
814
Flagship Private Wealth
Massachusetts
$422K -$18.8K -237 -5%
EGA
815
E&G Advisors
Texas
$420K – – –
HA
816
Herold Advisors
New York
$420K – – –
VR
817
Valued Retirements
Texas
$420K – – –
SWM
818
SilverOak Wealth Management
Minnesota
$419K – – –
AMCA
819
Arthur M. Cohen & Associates
Illinois
$419K +$555 +7 +0.1%
HFS
820
HBC Financial Services
Washington
$418K – – –
CWM
821
Castle Wealth Management
Florida
$417K -$9.51K -120 -2%
HPC
822
HM Payson & Co
Maine
$416K – – –
FFM
823
Flagstone Financial Management
Nebraska
$414K – – –
TI
824
Trexquant Investment
Connecticut
$412K -$771K -9,729 -67%
WDG
825
Wealth Dimensions Group
Ohio
$410K – – –
31 32
33
34 35