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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
951
Fernwood Investment Management
Massachusetts
$228K – – –
TNBTD
952
Trustmark National Bank Trust Department
Mississippi
$228K – – –
GRP
953
Global Retirement Partners
California
$228K +$257K +3,336 New
GC
954
Grimes & Company
Massachusetts
$227K -$49.3K -640 -18%
CICI
955
Capital Investment Counsel Inc
North Carolina
$226K +$223K +2,902 New
FRA
956
Front Row Advisors
California
$225K – – –
KWMG
957
King Wealth Management Group
Florida
$225K – – –
FWM
958
Fairhaven Wealth Management
Illinois
$222K – – –
CC
959
Callan Capital
California
$221K – – –
MIM
960
MTM Investment Management
South Carolina
$220K +$187K +2,425 +615%
BWM
961
BCS Wealth Management
Tennessee
$220K +$217K +2,825 New
SC
962
Scotia Capital
Ontario, Canada
$219K -$24.3K -316 -10%
TH
963
TCTC Holdings
Texas
$219K -$4.77K -62 -2%
AMM
964
American Money Management
California
$219K – – –
SEM
965
Strategic Equity Management
Arizona
$215K -$8.37M -108,693 -98%
SWRP
966
Summit Wealth & Retirement Planning
California
$215K -$36.2K -470 -15%
MIA
967
MainStreet Investment Advisors
Illinois
$215K – – –
BBWA
968
Bell & Brown Wealth Advisors
California
$215K +$212K +2,760 New
CBFP
969
Cedar Brook Financial Partners
Ohio
$214K -$147K -1,915 -41%
MFC
970
Mechanics Financial Corp
Ohio
$213K – – –
WDL
971
Well Done LLC
Michigan
$213K +$210K +2,728 New
HWM
972
HighMark Wealth Management
Minnesota
$212K – – –
CFS
973
CRA Financial Services
New Jersey
$211K – – –
UL
974
Unionview LLC
Washington
$210K +$3.39K +44 +2%
NCM
975
Noesis Capital Mangement
Florida
$209K +$207K +2,683 New
37 38
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40 41