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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1501
Kerr Financial Planning
California
$37.1K – – –
TTIC
1502
Tower Trust & Investment Company
Iowa
$35.3K – – –
FFA
1503
Frazier Financial Advisors
Ohio
$34.6K – – –
HWA
1504
HHM Wealth Advisors
Tennessee
$34.4K – – –
KFAS
1505
Keating Financial Advisory Services
Kansas
$33.6K – – –
ATC
1506
Advantage Trust Company
Kansas
$33.5K +$32K +304 New
PFSC
1507
Peoples Financial Services Corp
Pennsylvania
$33.1K – – –
AIM
1508
Anchor Investment Management
South Carolina
$32.3K +$105 +1 +0.3%
LF
1509
LifeSteps Financial
California
$32.2K +$30.7K +292 New
CPG
1510
Cornerstone Planning Group
New Jersey
$31.9K +$6.73K +64 +28%
NFSG
1511
Newbridge Financial Services Group
Florida
$30.9K – – –
TIM
1512
Thompson Investment Management
Wisconsin
$29.5K – – –
HFG
1513
Harborfront Financial Group
Michigan
$28.7K +$27.3K +260 New
MM
1514
Main Management
California
$28K +$14.2K +135 +113%
NEWAS
1515
N.E.W. Advisory Services
Wisconsin
$27.9K +$6K +57 +29%
NRG
1516
Nemes Rush Group
Michigan
$27.5K – – –
VL
1517
Vima LLC
Michigan
$24.8K +$23.7K +225 New
FGC
1518
Financial Gravity Companies
Texas
$24.5K +$23.3K +222 New
IAS
1519
IMA Advisory Services
Colorado
$24.5K +$23.3K +222 New
CRI
1520
Commonwealth Retirement Investments
Virginia
$24.2K +$23K +219 New
DJSG
1521
D.J. St. Germain
Massachusetts
$23.8K – – –
CWM
1522
Consultiva Wealth Management
Puerto Rico
$22.7K – – –
MAS
1523
MPWM Advisory Solutions
Georgia
$22.7K -$39.4K -375 -65%
WIM
1524
Westside Investment Management
California
$22.1K – – –
RWM
1525
RMG Wealth Management
Wisconsin
$22K – – –
59 60
61
62 63