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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
801
Bear Mountain Capital
Washington
$694K -$12.1K -121 -2%
SIM
802
Stratos Investment Management
Ohio
$691K +$499 +5 +0.1%
SCM
803
SummitPoint Capital Management
Colorado
$687K +$713K +7,134 New
BFPW
804
BOK Financial Private Wealth
Colorado
$686K – – –
CWM
805
Cranbrook Wealth Management
Michigan
$683K – – –
BA
806
Ballew Advisors
Mississippi
$682K +$5.29K +53 +0.8%
FCH
807
Freestone Capital Holdings
Washington
$676K +$200 +2 +0%
ATS
808
Ashton Thomas Securities
New York
$675K +$693K +6,942 New
BBA
809
BLB&B Advisors
Pennsylvania
$675K +$13K +130 +2%
AC
810
Anson Capital
Georgia
$674K – – –
CCP
811
Cassia Capital Partners
North Carolina
$672K +$33.7K +337 +5%
ST
812
Smithfield Trust
Pennsylvania
$671K – – –
WLPWM
813
Walled Lake Planning & Wealth Management
Illinois
$671K -$85.4K -855 -11%
DWP
814
Destiny Wealth Partners
Florida
$670K – – –
AI
815
Atria Investments
North Carolina
$670K -$2.76M -27,624 -80%
RFS
816
Richardson Financial Services
Massachusetts
$670K +$85.5K +856 +14%
BAMG
817
Brand Asset Management Group
Missouri
$665K – – –
HP
818
Holistic Planning
Texas
$665K -$26.1K -261 -4%
FCFC
819
First Commonwealth Financial Corp
Pennsylvania
$664K -$124K -1,246 -15%
IAG
820
Investment Advisory Group
Massachusetts
$661K -$103K -1,030 -13%
FPB
821
First PREMIER Bank
South Dakota
$659K – – –
MAWA
822
Moss Adams Wealth Advisors
Washington
$654K -$5.69K -57 -0.8%
CIC
823
Carnegie Investment Counsel
Ohio
$652K – – –
ARG
824
Advisory Resource Group
Oklahoma
$647K -$5.99K -60 -0.9%
PCMNC
825
Piedmont Capital Management (North Carolina)
North Carolina
$646K +$423K +4,238 +176%
31 32
33
34 35