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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1001
MTM Investment Management
South Carolina
$467K – – –
BWA
1002
BlueChip Wealth Advisors
Georgia
$465K – – –
NRI
1003
NFP Retirement Inc
California
$465K +$316 +3 +0.1%
NIM
1004
Northeast Investment Management
Massachusetts
$464K – – –
FMTCOCP
1005
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$462K -$53.6K -510 -11%
OHWP
1006
Oak Harbor Wealth Partners
North Carolina
$460K +$27.7K +263 +7%
ST
1007
Sentinel Trust
Texas
$459K – – –
BAAM
1008
Baker Avenue Asset Management
California
$459K -$11.5K -109 -3%
KCPG
1009
Kavar Capital Partners Group
Kansas
$459K – – –
MFG
1010
Magnus Financial Group
New York
$457K +$1.05K +10 +0.2%
CFS
1011
CRA Financial Services
New Jersey
$452K +$33.8K +321 +8%
AF
1012
Arrow Financial
New York
$450K – – –
HCC
1013
Hirtle Callaghan & Co
Pennsylvania
$448K -$1.09M -10,367 -72%
SWM
1014
SHP Wealth Management
Massachusetts
$447K -$75K -713 -15%
RW
1015
REDW Wealth
New Mexico
$447K +$5.36K +51 +1%
FFG
1016
Fiduciary Financial Group
California
$447K +$426K +4,048 New
TGAM
1017
TBH Global Asset Management
Tennessee
$446K -$16.2K -154 -4%
VEM
1018
Vann Equity Management
Texas
$445K -$159K -1,513 -27%
PWA
1019
Phoenix Wealth Advisors
North Carolina
$444K – – –
SWM
1020
Steelhead Wealth Management
Virginia
$444K – – –
GWM
1021
Gilpin Wealth Management
Colorado
$441K – – –
JAWA
1022
John A. Wolfe & Associates
Michigan
$441K – – –
RCM
1023
Regency Capital Management
Hawaii
$441K – – –
LWCFA
1024
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$439K +$252K +2,400 +152%
MFP
1025
Meramec Financial Planners
Missouri
$438K +$4.1K +39 +1%
39 40
41
42 43