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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
826
E&G Advisors
Texas
$389K – – –
HA
827
Herold Advisors
New York
$389K – – –
VR
828
Valued Retirements
Texas
$388K +$354K +4,990 New
TCWM
829
Total Clarity Wealth Management
Illinois
$388K +$128K +1,800 +56%
SWM
830
SilverOak Wealth Management
Minnesota
$388K +$354K +4,986 New
CKAIS
831
Christensen King & Associates Investment Services
Washington
$387K +$354K +4,983 New
WI
832
Wintrust Investments
Illinois
$387K +$7.03K +99 +2%
AMCA
833
Arthur M. Cohen & Associates
Illinois
$387K +$353K +4,976 New
HPC
834
HM Payson & Co
Maine
$385K -$19.5K -275 -5%
VCM
835
Versant Capital Management
Arizona
$383K – – –
FFM
836
Flagstone Financial Management
Nebraska
$383K – – –
EAM
837
Eagle Asset Management
Florida
$382K +$350K +4,920 New
DA
838
Dash Acquisitions
California
$381K – – –
AF
839
Arrow Financial
New York
$380K -$852 -12 -0.2%
BFM
840
Broadview Financial Management
Wisconsin
$380K -$25.1K -354 -7%
AHB
841
Abner Herrman & Brock
New Jersey
$380K – – –
WDG
842
Wealth Dimensions Group
Ohio
$379K -$67K -943 -16%
GIA
843
GHP Investment Advisors
Colorado
$375K +$143K +2,017 +72%
LFA
844
Legacy Financial Advisors
Kentucky
$375K -$16K -225 -4%
NCM
845
NCM Capital Management
New Jersey
$373K – – –
FAIM
846
Financial Advocates Investment Management
Washington
$373K +$4.97K +70 +1%
ACA
847
Affinity Capital Advisors
California
$370K +$90.9K +1,280 +37%
IWA
848
Invera Wealth Advisors
Oregon
$369K +$337K +4,745 New
RVPG
849
Relative Value Partners Group
$369K +$1.07K +15 +0.3%
JFG
850
Jefferies Financial Group
New York
$368K – – –
32 33
34
35 36