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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
826
Christensen King & Associates Investment Services
Washington
$408K -$10.4K -131 -3%
SFMG
827
Sage Financial Management Group
Virginia
$407K -$74.6K -941 -16%
FFC
828
First Financial Corp
Indiana
$407K +$384K +4,840 New
GIA
829
GHP Investment Advisors
Colorado
$407K +$555 +7 +0.1%
BFM
830
Broadview Financial Management
Wisconsin
$406K -$4.91K -62 -1%
PL
831
Plancorp LLC
Missouri
$405K -$36.1K -455 -9%
NCM
832
NCM Capital Management
New Jersey
$404K – – –
M1FG
833
Mach-1 Financial Group
Arkansas
$402K +$9.98K +126 +3%
JFG
834
Jefferies Financial Group
New York
$399K – – –
LFA
835
Legacy Financial Advisors
Kentucky
$397K -$8.16K -103 -2%
ACA
836
Affinity Capital Advisors
California
$396K -$4.52K -57 -1%
AF
837
Arrow Financial
New York
$395K -$15.9K -201 -4%
WOC
838
West Oak Capital
California
$387K – – –
HFP
839
Holistic Financial Partners
Indiana
$387K – – –
APP
840
Avantax Planning Partners
Iowa
$385K +$123K +1,552 +51%
AG
841
Ascent Group
Virginia
$385K – – –
CCP
842
Cassia Capital Partners
North Carolina
$384K – – –
JIC
843
Joel Isaacson & Co
New York
$384K +$91.8K +1,158 +34%
PWM
844
PBMares Wealth Management
Virginia
$383K – – –
HCM
845
Howland Capital Management
Massachusetts
$383K -$39.6K -500 -10%
KWMG
846
King Wealth Management Group
Florida
$380K +$130K +1,635 +57%
AWM
847
Avior Wealth Management
Nebraska
$380K +$156K +1,971 +78%
RBC
848
Roble Belko & Company
Pennsylvania
$377K – – –
MIM
849
MTM Investment Management
South Carolina
$376K – – –
KWM
850
Kolinsky Wealth Management
New Jersey
$375K +$59.2K +747 +20%
32 33
34
35 36