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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
$497K – – –
DAS
877
Dynamic Advisor Solutions
Arizona
$496K -$58.8K -620 -11%
LI
878
LMCG Investments
Massachusetts
$495K – – –
DFC
879
DBK Financial Counsel
Ohio
$493K – – –
EFG
880
Everhart Financial Group
Ohio
$492K +$8.15K +86 +2%
NHT
881
New Hampshire Trust
New Hampshire
$489K – – –
WC
882
Weil Company
California
$486K – – –
AMCA
883
Arthur M. Cohen & Associates
Illinois
$486K +$758 +8 +0.2%
IAIM
884
International Assets Investment Management
Florida
$486K – – –
KPWG
885
KFA Private Wealth Group
Virginia
$485K – – –
IDBONY
886
Israel Discount Bank of New York
New York
$484K -$37.6K -397 -7%
EGA
887
E&G Advisors
Texas
$483K – – –
HA
888
Herold Advisors
New York
$483K +$137K +1,450 +41%
FWI
889
Facet Wealth Inc
Maryland
$482K – – –
CKAIS
890
Christensen King & Associates Investment Services
Washington
$482K +$35.3K +372 +8%
CWM
891
Castle Wealth Management
Florida
$479K – – –
CG
892
Caprock Group
Idaho
$476K +$469K +4,952 New
LSPW
893
Lake Street Private Wealth
Illinois
$471K +$9.67K +102 +2%
MOS
894
MGO One Seven
Ohio
$470K +$62.1K +655 +16%
MCM
895
M1 Capital Management
Michigan
$469K – – –
FFC
896
First Financial Corp
Indiana
$467K – – –
GSWM
897
Golden State Wealth Management
California
$467K +$284 +3 +0.1%
SA
898
Sonoma Allocations
California
$466K +$464K +4,900 New
CT
899
Colonial Trust
South Carolina
$466K – – –
MA
900
Montag & Associates
Georgia
$464K – – –
34 35
36
37 38