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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
851
Partners in Financial Planning
Virginia
$305K +$59.3K +771 +23%
GLA
852
Good Life Advisors
Pennsylvania
$305K +$10.9K +141 +4%
RZH
853
Relyea Zuckerberg Hanson
Connecticut
$304K -$50K -650 -14%
NIM
854
Northeast Investment Management
Massachusetts
$304K -$36.4K -473 -11%
PAG
855
Paladin Advisory Group
Iowa
$304K +$299K +3,878 New
FFG
856
Frisch Financial Group
New York
$303K +$462 +6 +0.2%
BLC
857
Brown, Lisle/Cummings
Rhode Island
$302K -$46.2K -600 -13%
PCM
858
Passive Capital Management
Maryland
$302K +$2.15K +28 +0.7%
PCIA
859
Prime Capital Investment Advisors
Kansas
$302K – – –
FA
860
Fermata Advisors
California
$302K +$27.4K +356 +10%
JIP
861
Jaffetilchin Investment Partners
Florida
$301K +$78K +1,014 +30%
GGS
862
Galvin Gaustad & Stein
Arizona
$298K – – –
PPW
863
PACK Private Wealth
Minnesota
$298K – – –
OHWP
864
Oak Harbor Wealth Partners
North Carolina
$297K +$113K +1,463 +62%
F
865
F3Logic
Minnesota
$296K -$53.9K -700 -16%
ACM
866
Advisors Capital Management
New Jersey
$295K – – –
ACM
867
AlphaStar Capital Management
North Carolina
$292K -$156K -2,032 -35%
PFC
868
Phocas Financial Corp
California
$291K -$1.93M -25,020 -87%
TDWM
869
Topel & Distasi Wealth Management
California
$291K -$2.23K -29 -0.8%
CWMGP
870
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$289K +$770 +10 +0.3%
PMG
871
ProVise Management Group
Florida
$288K – – –
UCB
872
United Community Bank
South Carolina
$287K – – –
CWM
873
Congress Wealth Management
Massachusetts
$287K – – –
RIM
874
Reynolds Investment Management
South Carolina
$285K +$281K +3,653 New
OA
875
Oxbow Advisors
Texas
$283K – – –
33 34
35
36 37