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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
151
Lodestar Private Asset Management
California
$9.3M -$1.08M -15,468 -11%
RSWM
152
Robertson Stephens Wealth Management
California
$9.27M -$931K -13,390 -10%
WTB
153
Washington Trust Bank
Washington
$9.1M -$10.1K -145 -0.1%
BC
154
Bartlett & Co
Ohio
$9.07M +$810K +11,650 +10%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$9.07M +$810K +11,650 +10%
RJT
156
Raymond James Trust
Florida
$8.93M +$141K +2,030 +2%
FHA
157
First Horizon Advisors
Tennessee
$8.82M -$89.9K -1,293 -1%
UWPG
158
Ullmann Wealth Partners Group
Florida
$8.79M -$235K -3,380 -3%
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.62M -$232K -3,329 -3%
CFA
160
Cahill Financial Advisors
Minnesota
$8.6M +$106K +1,519 +1%
BWA
161
Beam Wealth Advisors
Louisiana
$8.5M +$4.62M +66,428 +133%
CAM
162
Campion Asset Management
Virginia
$8.37M +$28.5K +410 +0.4%
WB
163
West Bancorporation
Iowa
$8.36M -$34.7K -499 -0.4%
HFG
164
Heron Financial Group
New York
$8.29M -$373K -5,369 -5%
ATPW
165
Ashton Thomas Private Wealth
Arizona
$8.25M +$773K +11,107 +11%
FSC
166
Full Sail Capital
Oklahoma
$8.05M -$870K -12,506 -10%
FNFDCM
167
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.04M -$65.5K -942 -0.8%
MNBTD
168
Moody National Bank Trust Division
Texas
$8.04M +$495K +7,119 +7%
SWP
169
Summit Wealth Partners
Florida
$8.04M -$95K -1,366 -1%
MWA
170
Moser Wealth Advisors
Washington
$7.94M +$7.57M +108,790 New
FNT
171
First National Trust
Pennsylvania
$7.93M -$147K -2,113 -2%
SC
172
Savant Capital
Illinois
$7.92M +$6.55M +94,202 +659%
SIG
173
Stonegate Investment Group
Alabama
$7.92M – – –
IC
174
IEQ Capital
California
$7.9M +$718K +10,321 +11%
9WM
175
9258 Wealth Management
Ohio
$7.72M +$200K +2,877 +3%
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