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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
876
Litman Gregory Wealth Management
California
$206K -$185K -2,390 -92%
FFA
877
Fragasso Financial Advisors
Pennsylvania
$206K -$84.4K -1,088 -29%
PWM
878
Palumbo Wealth Management
New York
$206K -$23.5K -303 -10%
BMO
879
Beck Mack & Oliver
New York
$206K +$202K +2,600 New
NWA
880
New World Advisors
Massachusetts
$206K +$202K +2,605 New
CCMG
881
Clark Capital Management Group
Pennsylvania
$205K +$201K +2,586 New
PTP
882
Platform Technology Partners
New York
$205K +$201K +2,591 New
HCM
883
Hillman Capital Management
Maryland
$204K -$931 -12 -0.5%
SWP
884
Strategic Wealth Partners
Ohio
$204K +$199K +2,569 New
FFA
885
Freedman Financial Associates
Massachusetts
$203K -$30.2K -389 -13%
ARMC
886
American Research & Management Company
Massachusetts
$203K – – –
LNB
887
Ledyard National Bank
$203K +$199K +2,562 New
ARIS
888
Advanced Research Investment Solutions
California
$201K – – –
SBL
889
Sargent Bickham Lagudis
Colorado
$200K +$78 +1 +0%
LAM
890
LifePro Asset Management
California
$200K +$196K +2,528 New
HPC
891
HM Payson & Co
Maine
$193K – – –
PWA
892
Phoenix Wealth Advisors
North Carolina
$193K – – –
POIA
893
Pin Oak Investment Advisors
Texas
$193K +$2.33K +30 +1%
TH
894
TCTC Holdings
Texas
$192K +$9.54K +123 +5%
AW
895
Alaethes Wealth
Nevada
$190K +$186K +2,400 New
BCP
896
Blue Chip Partners
Michigan
$188K +$310 +4 +0.2%
FCM
897
Firestone Capital Management
Florida
$185K – – –
BA
898
Ballast Advisors
Minnesota
$183K +$11K +142 +7%
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$176K – – –
EIP
900
Ellis Investment Partners
Pennsylvania
$175K -$6.13K -79 -3%
34 35
36
37 38