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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1001
Cassady Schiller Wealth Management
Ohio
$168K – – –
BCP
1002
Blue Chip Partners
Michigan
$166K -$11.1K -160 -7%
GJIA
1003
Glass Jacobson Investment Advisors
Maryland
$165K +$157K +2,263 New
CWC
1004
Carolinas Wealth Consulting
North Carolina
$154K +$348 +5 +0.2%
CAL
1005
Capital Advisors Ltd
Ohio
$153K +$15K +215 +11%
WC
1006
Westwind Capital
New Mexico
$152K – – –
PIAS
1007
PCA Investment Advisory Services
Ohio
$150K +$143K +2,051 New
LWANC
1008
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K – – –
MCI
1009
MRP Capital Investments
Georgia
$146K – – –
MIH
1010
Meitav Investment House
Israel
$144K +$138K +1,978 New
BA
1011
Ballast Advisors
Minnesota
$139K +$2.78K +40 +2%
DWMG
1012
DB Wealth Management Group
California
$138K – – –
FDCDDQ
1013
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K – – –
VAG
1014
VisionPoint Advisory Group
Texas
$136K +$129K +1,860 New
VCM
1015
Vigilant Capital Management
Maine
$135K – – –
CPG
1016
Cornerstone Planning Group
New Jersey
$132K +$126K +1,811 New
MFC
1017
Mechanics Financial Corp
Ohio
$132K -$20.9K -300 -14%
IA
1018
IFP Advisors
Florida
$131K -$44.4K -639 -26%
LFA
1019
LGT Financial Advisors
Texas
$125K +$120K +1,718 New
HPIA
1020
Hamilton Point Investment Advisors
North Carolina
$122K – – –
AIC
1021
Archer Investment Corporation
Indiana
$118K – – –
CFGS
1022
Concourse Financial Group Securities
Alabama
$116K -$410K -5,889 -79%
MAWCM
1023
Mine & Arao Wealth Creation & Management
California
$114K -$70 -1 -0.1%
CFO
1024
CVA Family Office
Colorado
$112K +$70 +1 +0.1%
FA
1025
Fiduciary Alliance
South Carolina
$111K +$106K +1,517 New
39 40
41
42 43