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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1001
Bogart Wealth LLC
Virginia
$37K +$25.8K +363 +171%
GI
1002
Gradient Investments
Minnesota
$37K +$40.9K +575 New
NMG
1003
New Millennium Group
Utah
$37K +$41.1K +577 New
GLLW
1004
Graves Light Lenhart Wealth
Virginia
$36K – – –
CMP
1005
Coston McIsaac & Partners
Maine
$36K +$39.3K +552 New
CCM
1006
Cribstone Capital Management
Maine
$35K +$38.7K +544 New
WBC
1007
West Branch Capital
Massachusetts
$33K -$18.3K -257 -33%
CC
1008
Corsicana & Co
Texas
$33K – – –
FWM
1009
Focused Wealth Management
New York
$33K – – –
POIA
1010
Pin Oak Investment Advisors
Texas
$33K – – –
AWM
1011
Accel Wealth Management
Iowa
$33K +$71 +1 +0.2%
BONH
1012
Bank of New Hampshire
New Hampshire
$32K – – –
AWM
1013
AllSquare Wealth Management
New York
$31K – – –
RCM
1014
Robinson Capital Management
Michigan
$31K – – –
NG
1015
NWK Group
California
$30K – – –
PCFFS
1016
Pacific Center for Financial Services
California
$29K – – –
RA
1017
Rise Advisors
New York
$29K +$71 +1 +0.2%
SSC
1018
Syverson Strege & Co
Iowa
$29K +$71 +1 +0.2%
JWM
1019
Janiczek Wealth Management
Colorado
$27K – – –
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$27K – – –
PP
1021
PrairieView Partners
Minnesota
$27K – – –
MWM
1022
Mascoma Wealth Management
New Hampshire
$26K – – –
CCM
1023
Chilton Capital Management
Texas
$26K +$29.1K +409 New
KFI
1024
Key Financial Inc
Pennsylvania
$25K +$18.2K +256 +194%
HFS
1025
Heritage Financial Services
Massachusetts
$25K +$28.5K +400 New
39 40
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