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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
801
Hunter Associates Investment Management
Pennsylvania
$687K +$192 +2 +0%
FA
802
Fiducient Advisors
Illinois
$686K -$725K -7,543 -51%
SIM
803
Stratos Investment Management
Ohio
$684K -$5.05M -52,562 -88%
HP
804
Holistic Planning
Texas
$683K +$88.1K +916 +15%
BMC
805
Bear Mountain Capital
Washington
$683K -$2.69K -28 -0.4%
KWA
806
Kingswood Wealth Advisors
California
$682K +$285K +2,966 +72%
BFPW
807
BOK Financial Private Wealth
Colorado
$679K – – –
CWM
808
Cranbrook Wealth Management
Michigan
$676K – – –
BA
809
Ballew Advisors
Mississippi
$670K +$288 +3 +0%
FCH
810
Freestone Capital Holdings
Washington
$669K +$90.4K +940 +16%
FWI
811
Facet Wealth Inc
Maryland
$668K +$161K +1,671 +33%
AC
812
Anson Capital
Georgia
$667K – – –
ST
813
Smithfield Trust
Pennsylvania
$663K – – –
BAMG
814
Brand Asset Management Group
Missouri
$658K -$39.7K -413 -6%
BCM
815
Brookstone Capital Management
Illinois
$656K +$108K +1,123 +20%
BBA
816
BLB&B Advisors
Pennsylvania
$655K -$153K -1,591 -19%
MAWA
817
Moss Adams Wealth Advisors
Washington
$653K – – –
DE
818
Diversified Enterprises
Delaware
$653K +$652K +6,784 New
FPB
819
First PREMIER Bank
South Dakota
$653K – – –
TRCT
820
Tower Research Capital (TRC)
New York
$653K +$649K +6,754 +25,015%
CAMG
821
CWA Asset Management Group
Florida
$649K +$961 +10 +0.1%
ARG
822
Advisory Resource Group
Oklahoma
$646K +$23.5K +244 +4%
CIC
823
Carnegie Investment Counsel
Ohio
$645K +$121K +1,255 +23%
FB
824
First Bancorp
Maine
$645K – – –
CAL
825
Capital Analysts LLC
Pennsylvania
$642K -$13.1K -136 -2%
31 32
33
34 35