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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
876
Canandaigua National Trust of Florida
New York
$500K – – –
SCM
877
SOL Capital Management
Maryland
$500K – – –
HCC
878
Hirtle Callaghan & Co
Pennsylvania
$497K – – –
DAS
879
Dynamic Advisor Solutions
Arizona
$496K -$58.8K -620 -11%
LI
880
LMCG Investments
Massachusetts
$495K – – –
DFC
881
DBK Financial Counsel
Ohio
$493K – – –
EFG
882
Everhart Financial Group
Ohio
$492K +$8.15K +86 +2%
NHT
883
New Hampshire Trust
New Hampshire
$489K – – –
WC
884
Weil Company
California
$486K – – –
AMCA
885
Arthur M. Cohen & Associates
Illinois
$486K +$758 +8 +0.2%
IAIM
886
International Assets Investment Management
Florida
$486K – – –
KPWG
887
KFA Private Wealth Group
Virginia
$485K – – –
IDBONY
888
Israel Discount Bank of New York
New York
$484K -$37.6K -397 -7%
EGA
889
E&G Advisors
Texas
$483K – – –
HA
890
Herold Advisors
New York
$483K +$137K +1,450 +41%
FWI
891
Facet Wealth Inc
Maryland
$482K – – –
CKAIS
892
Christensen King & Associates Investment Services
Washington
$482K +$35.3K +372 +8%
CWM
893
Castle Wealth Management
Florida
$479K – – –
CG
894
Caprock Group
Idaho
$476K +$469K +4,952 New
LSPW
895
Lake Street Private Wealth
Illinois
$471K +$9.67K +102 +2%
MOS
896
MGO One Seven
Ohio
$470K +$62.1K +655 +16%
MCM
897
M1 Capital Management
Michigan
$469K – – –
FFC
898
First Financial Corp
Indiana
$467K – – –
GSWM
899
Golden State Wealth Management
California
$467K +$284 +3 +0.1%
SA
900
Sonoma Allocations
California
$466K +$464K +4,900 New
34 35
36
37 38