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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
876
Hirtle Callaghan & Co
Pennsylvania
$473K – – –
AWM
877
AAF Wealth Management
Massachusetts
$473K -$19.9K -230 -4%
LI
878
LMCG Investments
Massachusetts
$472K – – –
CAG
879
Crestwood Advisors Group
Massachusetts
$472K +$166K +1,923 +60%
BWA
880
Bordeaux Wealth Advisors
California
$471K – – –
DFC
881
DBK Financial Counsel
Ohio
$470K – – –
FWI
882
Facet Wealth Inc
Maryland
$468K +$185K +2,137 +75%
GAA
883
Guardian Asset Advisors
Pennsylvania
$468K +$1.04K +12 +0.2%
NHT
884
New Hampshire Trust
New Hampshire
$466K – – –
WC
885
Weil Company
California
$463K – – –
AMCA
886
Arthur M. Cohen & Associates
Illinois
$462K +$691 +8 +0.2%
KPWG
887
KFA Private Wealth Group
Virginia
$462K -$9.33K -108 -2%
M1FG
888
Mach-1 Financial Group
Arkansas
$462K -$14.9K -172 -3%
JJBC
889
James J. Burns & Company
New York
$462K -$74.2K -859 -15%
EFG
890
Everhart Financial Group
Ohio
$461K – – –
EGA
891
E&G Advisors
Texas
$460K – – –
VR
892
Valued Retirements
Texas
$459K – – –
CWM
893
Castle Wealth Management
Florida
$456K – – –
NFC
894
Northeast Financial Consultants
Connecticut
$454K -$110K -1,276 -21%
MCM
895
M1 Capital Management
Michigan
$447K – – –
FPW
896
Flagship Private Wealth
Massachusetts
$446K +$1.64K +19 +0.4%
FFC
897
First Financial Corp
Indiana
$445K – – –
GSWM
898
Golden State Wealth Management
California
$444K +$20.7K +240 +5%
PL
899
Plancorp LLC
Missouri
$444K -$346 -4 -0.1%
CT
900
Colonial Trust
South Carolina
$444K – – –
34 35
36
37 38