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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1401
Cary Street Partners Investment Advisory
Virginia
$66.5K +$19.5K +203 +42%
QWM
1402
Quaker Wealth Management
New Jersey
$66K – – –
SWA
1403
Strategic Wealth Advisors
Arizona
$66K +$66.1K +687 New
ACA
1404
American Capital Advisory
Idaho
$65K – – –
HFS
1405
Hughes Financial Services
Virginia
$64.3K – – –
W
1406
WealthCollab
Washington
$63.9K – – –
GGI
1407
Godsey & Gibb Inc
Virginia
$62.7K +$33.7K +351 +117%
CFO
1408
Colony Family Offices
North Carolina
$61.4K – – –
PPL
1409
Planning Project LLC
Texas
$58.7K +$58.6K +610 New
EWA
1410
EQ Wealth Advisors
Texas
$58.1K +$58.1K +604 New
CT
1411
Clearstead Trust
Maine
$58.1K – – –
MFA
1412
Morling Financial Advisors
California
$57.8K -$9.71K -101 -14%
RF
1413
Robinswood Financial
Washington
$57.4K -$1.54K -16 -3%
MAS
1414
MPWM Advisory Solutions
Georgia
$57.1K -$1.83K -19 -3%
CWM
1415
Copia Wealth Management
Oregon
$56.5K +$288 +3 +0.5%
PCA
1416
Providence Capital Advisors
North Carolina
$55.9K – – –
MIA
1417
Milestone Investment Advisors
Wisconsin
$54.1K – – –
WWM
1418
Woodside Wealth Management
Massachusetts
$53.9K – – –
SWP
1419
Strategic Wealth Partners
Ohio
$53.4K -$107K -1,117 -67%
FCAS
1420
First Command Advisory Services
Texas
$51.6K -$75.3K -783 -59%
CBT
1421
Crews Bank & Trust
Florida
$50.5K – – –
CMA
1422
Cedar Mountain Advisors
Oregon
$49K – – –
BONH
1423
Bank of New Hampshire
New Hampshire
$48.1K – – –
CMP
1424
Coston McIsaac & Partners
Maine
$48K – – –
HHCP
1425
Hilton Head Capital Partners
South Carolina
$47.5K +$47.4K +493 New
55 56
57
58 59