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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
851
Crescent Capital Consulting
Louisiana
$315K -$19.7K -240 -6%
ACM
852
Advisors Capital Management
New Jersey
$314K – – –
VBFP
853
Valtinson Bruner Financial Planning
Minnesota
$314K +$22.9K +279 +8%
PP
854
Palladium Partners
Virginia
$313K – – –
GLA
855
Good Life Advisors
Pennsylvania
$313K +$9.6K +117 +3%
TDWM
856
Topel & Distasi Wealth Management
California
$312K +$308K +3,758 New
CP
857
Covenant Partners
Tennessee
$307K – – –
CWMGP
858
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$307K +$304K +3,699 New
FEG
859
Fund Evaluation Group
Ohio
$306K – – –
PMG
860
ProVise Management Group
Florida
$306K – – –
CWM
861
Congress Wealth Management
Massachusetts
$306K +$302K +3,678 New
UCB
862
United Community Bank
South Carolina
$306K +$302K +3,681 New
PL
863
Plancorp LLC
Missouri
$304K – – –
PCIA
864
Prime Capital Investment Advisors
Kansas
$302K – – –
OPCM
865
Osborne Partners Capital Management
California
$302K +$299K +3,640 New
OA
866
Oxbow Advisors
Texas
$300K – – –
MI
867
Markston International
New York
$299K – – –
TFO
868
Tarbox Family Office
California
$297K – – –
GC
869
Grimes & Company
Massachusetts
$295K -$12.7K -155 -4%
FWM
870
Fingerlakes Wealth Management
New York
$295K +$292K +3,555 New
AAM
871
Autus Asset Management
Arizona
$294K -$1.23K -15 -0.4%
FA
872
Fermata Advisors
California
$292K -$50.6K -617 -15%
EB
873
Eastern Bank
Massachusetts
$292K -$30.4K -370 -10%
EBT
874
Enterprise Bank & Trust
Massachusetts
$290K – – –
IP
875
Investment Partners
Ohio
$288K +$164 +2 +0.1%
33 34
35
36 37