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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
176
Glenmede Trust
Pennsylvania
$8.82M -$720K -8,545 -8%
9WM
177
9258 Wealth Management
Ohio
$8.8M -$107K -1,274 -1%
TPI
178
Trust Point Inc
Wisconsin
$8.79M -$140K -1,663 -2%
HTC
179
Haverford Trust Company
Pennsylvania
$8.76M -$253K -3,000 -3%
ATC
180
Argent Trust Co
Tennessee
$8.63M +$149K +1,765 +2%
PCIA
181
Prime Capital Investment Advisors
Kansas
$8.59M +$940K +11,154 +13%
HPM
182
Hoxton Planning & Management
West Virginia
$8.45M +$1.82M +21,595 +29%
SWP
183
Summit Wealth Partners
Florida
$8.45M -$437K -5,192 -5%
SQA
184
Simon Quick Advisors
New Jersey
$8.27M +$374K +4,436 +5%
MKW
185
Mullaney, Keating & Wright
Connecticut
$8.24M +$32.3K +383 +0.4%
MWA
186
Moser Wealth Advisors
Washington
$8.22M -$140K -1,659 -2%
IBOK
187
Independence Bank of Kentucky
Kentucky
$8.22M +$1.2M +14,215 +18%
PGF
188
Plan Group Financial
Oklahoma
$8.19M +$470K +5,574 +6%
LPAM
189
Lodestar Private Asset Management
California
$8.16M -$92.9K -1,103 -1%
DT
190
Diversified Trust
Tennessee
$8.15M +$201K +2,389 +3%
SAM
191
Sawgrass Asset Management
Florida
$8.01M -$340K -4,037 -4%
TCB
192
Texas Capital Bancshares
Texas
$7.84M -$721K -8,562 -9%
FWM
193
FFT Wealth Management
Pennsylvania
$7.78M – – –
FSC
194
Full Sail Capital
Oklahoma
$7.76M -$80K -949 -1%
EW
195
Evoke Wealth
California
$7.72M +$7.17M +85,115 +3,409%
SC
196
Savant Capital
Illinois
$7.69M +$744K +8,825 +11%
FB
197
Fulton Bank
Pennsylvania
$7.55M +$405K +4,808 +6%
BWFA
198
Baltimore-Washington Financial Advisors
Maryland
$7.5M -$44K -522 -0.6%
RWP
199
RWA Wealth Partners
Massachusetts
$7.47M -$58.6K -696 -0.8%
RPC
200
Rossmore Private Capital
Connecticut
$7.41M -$86.4K -1,025 -1%
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