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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
HR
1027
Howe & Rusling
New York
$109K – – –
EWM
1028
Endurance Wealth Management
Rhode Island
$109K -$2.09K -30 -2%
TSWM
1029
Tyler-Stone Wealth Management
Ohio
$108K +$103K +1,483 New
EWA
1030
EverSource Wealth Advisors
Alabama
$106K -$42.6K -613 -30%
NF
1031
Norwood Financial
Pennsylvania
$103K – – –
EWP
1032
Elevation Wealth Partners
California
$103K – – –
MFC
1033
Morris Financial Concepts
South Carolina
$99.6K – – –
M
1034
MOTCO
Texas
$95.5K – – –
GEA
1035
Glen Eagle Advisors
New Jersey
$94.4K – – –
CT
1036
Colonial Trust
South Carolina
$91.3K – – –
AIA
1037
Arcadia Investment Advisors
Idaho
$90.6K – – –
FA
1038
Faithward Advisors
Pennsylvania
$89.6K -$356K -5,125 -81%
CCMI
1039
Creative Capital Management Investments
California
$87.6K – – –
ADL
1040
Asset Dedication LLC
California
$86K – – –
SCA
1041
Stonebridge Capital Advisors
Minnesota
$84K – – –
CIAS
1042
Capital Investment Advisory Services
North Carolina
$83.7K +$7.58K +109 +11%
AIM
1043
Anchor Investment Management
South Carolina
$83K +$10.4K +150 +15%
FP
1044
Financial Perspectives
Minnesota
$81K +$37.4K +538 +94%
KHC
1045
Koesten Hirschmann & Crabtree
Kansas
$76.7K – – –
BWL
1046
Bogart Wealth LLC
Virginia
$76.1K +$57.4K +825 +380%
CMP
1047
Coston McIsaac & Partners
Maine
$76K – – –
WFA
1048
West Financial Advisors
Iowa
$76K – – –
WP
1049
WealthPLAN Partners
Nebraska
$75K -$3.96K -57 -5%
CB
1050
CNB Bank
Pennsylvania
$73K – – –
40 41
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