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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
826
Good Life Advisors
Pennsylvania
$242K +$4.42K +57 +2%
JWM
827
JGP Wealth Management
Oregon
$241K -$74.1K -955 -24%
AIM
828
Astor Investment Management
Illinois
$241K +$236K +3,045 New
1IA
829
1834 Investment Advisors
Wisconsin
$240K – – –
WCG
830
Weaver Consulting Group
California
$240K – – –
CPSAC
831
Chas P. Smith & Associates (CPS)
Florida
$239K – – –
SWRP
832
Summit Wealth & Retirement Planning
California
$239K – – –
TA
833
TruWealth Advisors
Louisiana
$239K – – –
KP
834
Keel Point
Alabama
$239K +$78 +1 +0%
DFA
835
DHJJ Financial Advisors
Illinois
$238K – – –
EA
836
Eclectic Associates
California
$238K – – –
PCM
837
Pointe Capital Management
Michigan
$236K – – –
RHP
838
Royal Harbor Partners
Texas
$234K – – –
CCP
839
Cardan Capital Partners
Colorado
$234K +$229K +2,947 New
TFA
840
Transamerica Financial Advisors
Florida
$233K -$17.1K -220 -7%
FBT
841
First Bank & Trust
South Dakota
$233K +$228K +2,943 New
TNBTD
842
Trustmark National Bank Trust Department
Mississippi
$231K -$11.6K -150 -5%
GIA
843
GHP Investment Advisors
Colorado
$231K +$931 +12 +0.4%
BFM
844
Boston Financial Management
Massachusetts
$230K – – –
FIM
845
Fernwood Investment Management
Massachusetts
$229K – – –
FRA
846
Front Row Advisors
California
$228K – – –
CA
847
CGN Advisors
Kansas
$228K +$465 +6 +0.2%
FWM
848
Fairhaven Wealth Management
Illinois
$226K – – –
ATC
849
Adirondack Trust Company
New York
$226K +$12.1K +156 +6%
LAS
850
Lloyd Advisory Services
Georgia
$226K +$74.9K +966 +51%
32 33
34
35 36