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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPHD
926
Maloon Powers Pitre Higgins & Dennehy
California
$564K +$537K +5,110 New
DFC
927
DBK Financial Counsel
Ohio
$563K – – –
LI
928
LMCG Investments
Massachusetts
$561K – – –
CSC
929
Caldwell Sutter Capital
California
$560K -$40.8K -388 -7%
HAG
930
HighPoint Advisor Group
Illinois
$560K +$16.2K +154 +3%
AMCA
931
Arthur M. Cohen & Associates
Illinois
$558K +$736 +7 +0.1%
BPWM
932
BCS Private Wealth Management
New Jersey
$557K – – –
AWG
933
Altus Wealth Group
Colorado
$556K -$13.7K -130 -3%
PL
934
Plancorp LLC
Missouri
$556K +$71.3K +678 +15%
WC
935
Weil Company
California
$556K – – –
DWM
936
Ducere Wealth Management
California
$555K -$27.7K -263 -5%
RFA
937
Resurgent Financial Advisors
Georgia
$552K +$30K +285 +6%
VR
938
Valued Retirements
Texas
$550K – – –
JIC
939
Joel Isaacson & Co
New York
$548K +$105 +1 +0%
CWM
940
Castle Wealth Management
Florida
$547K – – –
PAS
941
PKS Advisory Services
New York
$547K -$121K -1,150 -19%
WMA
942
William Mack & Associates
Michigan
$547K -$14.6K -139 -3%
RWM
943
Rockwood Wealth Management
Pennsylvania
$546K +$127K +1,211 +32%
PCTC
944
Perkins Coie Trust Company
Washington
$544K +$244K +2,320 +89%
NWM
945
Nolet Wealth Management
Texas
$542K – – –
WDG
946
Wealth Dimensions Group
Ohio
$541K -$14.9K -142 -3%
BI
947
Breachway Investments
Rhode Island
$540K – – –
I
948
InvesTrust
Oklahoma
$540K +$15.8K +150 +3%
BBL
949
Beck Bode LLC
Massachusetts
$535K -$12.1K -115 -2%
PNC
950
Park National Corp
Ohio
$534K -$21K -200 -4%
36 37
38
39 40