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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
851
Advisors Capital Management
New Jersey
$314K – – –
VBFP
852
Valtinson Bruner Financial Planning
Minnesota
$314K +$22.9K +279 +8%
PP
853
Palladium Partners
Virginia
$313K – – –
GLA
854
Good Life Advisors
Pennsylvania
$313K +$9.6K +117 +3%
TDWM
855
Topel & Distasi Wealth Management
California
$312K +$308K +3,758 New
CP
856
Covenant Partners
Tennessee
$307K – – –
CWMGP
857
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$307K +$304K +3,699 New
FEG
858
Fund Evaluation Group
Ohio
$306K – – –
PMG
859
ProVise Management Group
Florida
$306K – – –
CWM
860
Congress Wealth Management
Massachusetts
$306K +$302K +3,678 New
UCB
861
United Community Bank
South Carolina
$306K +$302K +3,681 New
PL
862
Plancorp LLC
Missouri
$304K – – –
PCIA
863
Prime Capital Investment Advisors
Kansas
$302K – – –
OPCM
864
Osborne Partners Capital Management
California
$302K +$299K +3,640 New
OA
865
Oxbow Advisors
Texas
$300K – – –
MI
866
Markston International
New York
$299K – – –
TFO
867
Tarbox Family Office
California
$297K – – –
GC
868
Grimes & Company
Massachusetts
$295K -$12.7K -155 -4%
FWM
869
Fingerlakes Wealth Management
New York
$295K +$292K +3,555 New
AAM
870
Autus Asset Management
Arizona
$294K -$1.23K -15 -0.4%
FA
871
Fermata Advisors
California
$292K -$50.6K -617 -15%
EB
872
Eastern Bank
Massachusetts
$292K -$30.4K -370 -10%
EBT
873
Enterprise Bank & Trust
Massachusetts
$290K – – –
IP
874
Investment Partners
Ohio
$288K +$164 +2 +0.1%
RA
875
RFG Advisory
Alabama
$287K +$284K +3,462 New
33 34
35
36 37