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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
851
CVA Family Office
Colorado
$95K +$127 +2 +0.1%
VBCG
852
Valley Brook Capital Group
Pennsylvania
$95K +$89.2K +1,400 New
FPFS
853
First Personal Financial Services
North Carolina
$93K -$9.17K -144 -10%
SIAG
854
Safeguard Investment Advisory Group
California
$90K +$84.4K +1,325 New
AC
855
Asio Capital
Kentucky
$89K – – –
IA
856
IFP Advisors
Florida
$89K +$15K +235 +22%
AIA
857
Arcadia Investment Advisors
Idaho
$85K – – –
KC
858
Knuff & Co
California
$83K -$5.35K -84 -7%
CIR
859
Clear Investment Research
Georgia
$82K -$2.8K -44 -4%
ACM
860
AUA Capital Management
Pennsylvania
$78K +$2.1K +33 +3%
HI
861
Hudock Inc
Pennsylvania
$77K – – –
RWG
862
Regal Wealth Group
California
$74K +$191 +3 +0.3%
ONST
863
Old North State Trust
North Carolina
$73K -$20.3K -319 -23%
GWMIA
864
Global Wealth Management Investment Advisory
Florida
$73K – – –
LWCFA
865
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K – – –
WLPWM
866
Walled Lake Planning & Wealth Management
Illinois
$71K +$16.7K +262 +34%
WFA
867
West Financial Advisors
Iowa
$71K +$66.2K +1,040 New
DAC
868
Dividend Assets Capital
South Carolina
$62K – – –
KTC
869
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
IFAM
870
Institutional & Family Asset Management
Colorado
$59K – – –
AWG
871
Altus Wealth Group
Colorado
$58K +$53.6K +841 New
PAI
872
Pittenger & Anderson Inc
Nebraska
$57K – – –
OIS
873
Okabena Investment Services
Minnesota
$55K – – –
RTC
874
Riverview Trust Company
Washington
$55K – – –
LS
875
Leelyn Smith
Illinois
$53K – – –
33 34
35
36 37