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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Congress Wealth Management
Massachusetts
$238K – – –
FIA
877
Foundations Investment Advisors
Arizona
$237K +$14K +197 +6%
RIM
878
Reynolds Investment Management
South Carolina
$236K +$71 +1 +0%
OA
879
Oxbow Advisors
Texas
$234K – – –
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$234K +$23.9K +336 +10%
AWC
881
Abundance Wealth Counselors
Pennsylvania
$233K – – –
ICM
882
IMS Capital Management
Oregon
$233K – – –
CW
883
Connectus Wealth
Ohio
$233K +$256K +3,595 New
LAS
884
LWM Advisory Services
Florida
$227K -$85K -1,194 -25%
FWM
885
Fairhaven Wealth Management
Illinois
$227K +$46.5K +653 +23%
IP
886
Investment Partners
Ohio
$224K +$142 +2 +0.1%
GIA
887
Guyasuta Investment Advisors
Pennsylvania
$223K – – –
CP
888
Covenant Partners
Tennessee
$222K – – –
ATC
889
Adirondack Trust Company
New York
$222K +$2.85K +40 +1%
CFS
890
CRA Financial Services
New Jersey
$222K +$52.1K +732 +27%
PMG
891
ProVise Management Group
Florida
$221K -$18.7K -263 -7%
OWA
892
Octavia Wealth Advisors
Ohio
$221K +$26.2K +368 +12%
TA
893
Tiedemann Advisors
New York
$220K -$1.54M -21,621 -86%
VC
894
Vicus Capital
Pennsylvania
$220K -$11.3K -159 -4%
TIM
895
Tortoise Investment Management
New York
$220K – – –
BF
896
Blankinship & Foster
California
$219K -$5.2K -73 -2%
ORC
897
O'Rourke & Company
Massachusetts
$218K – – –
FWM
898
Fingerlakes Wealth Management
New York
$216K -$15.7K -221 -6%
LIA
899
LBMC Investment Advisors
Tennessee
$215K – – –
VBWMG
900
Von Berge Wealth Management Group
California
$215K +$19.5K +274 +9%
34 35
36
37 38