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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
1101
Shared Vision Wealth Group
United States
$240K +$26.7K +299 +12%
SWA
1102
Serenus Wealth Advisors
California
$239K – – –
TM
1103
TigerOak Management
New Mexico
$239K – – –
RWM
1104
Ritholtz Wealth Management
New York
$238K +$250K +2,803 New
AMM
1105
American Money Management
California
$238K – – –
TH
1106
TCTC Holdings
Texas
$238K – – –
ECM
1107
Exchange Capital Management
Michigan
$238K -$25K -280 -9%
NA
1108
Nautilus Advisors
California
$237K +$89 +1 +0%
MA
1109
Mutual Advisors
Nebraska
$237K -$26.3K -295 -9%
LSWP
1110
Liberty Square Wealth Partners
Pennsylvania
$237K – – –
MPW
1111
Magnolia Private Wealth
Pennsylvania
$236K +$247K +2,774 New
FG
1112
Fairman Group
Pennsylvania
$236K +$268 +3 +0.1%
HF
1113
HRT Financial
New York
$235K +$18.9K +212 +8%
TRIA
1114
Trail Ridge Investment Advisors
Colorado
$234K -$96.6K -1,083 -28%
TWG
1115
The Wealth Group
Minnesota
$234K – – –
EW
1116
Enzi Wealth
Texas
$233K – – –
BC
1117
Burney Company
Virginia
$233K +$8.12K +91 +3%
TYCC
1118
Texas Yale Capital Corp
Florida
$232K -$53.5K -600 -18%
HWM
1119
HighMark Wealth Management
Minnesota
$232K – – –
PCTC
1120
Perkins Coie Trust Company
Washington
$231K – – –
DL
1121
DOHJ LLC
Washington
$231K +$242K +2,716 New
AIM
1122
Aspen Investment Management
Michigan
$230K – – –
SIG
1123
Sky Investment Group
Connecticut
$230K – – –
ACS
1124
Archford Capital Strategies
Illinois
$230K -$2.32K -26 -1%
TIM
1125
Tortoise Investment Management
New York
$230K – – –
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