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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
176
MV Capital Management
Maryland
$8.47M +$2.14M +23,985 +32%
UWPG
177
Ullmann Wealth Partners Group
Florida
$8.37M -$365K -4,092 -4%
ATC
178
Argent Trust Co
Tennessee
$8.34M -$25.1K -281 -0.3%
SQA
179
Simon Quick Advisors
New Jersey
$8.21M -$177K -1,988 -2%
WC
180
Waterloo Capital
Texas
$8.2M +$296K +3,321 +4%
HTC
181
Haverford Trust Company
Pennsylvania
$8.14M -$324K -3,633 -4%
SAM
182
Sawgrass Asset Management
Florida
$8.03M – – –
LPAM
183
Lodestar Private Asset Management
California
$7.95M +$82.2K +922 +1%
MKW
184
Mullaney, Keating & Wright
Connecticut
$7.86M +$5.35K +60 +0.1%
GFG
185
Goldstone Financial Group
Illinois
$7.83M -$539K -6,046 -6%
GT
186
Glenmede Trust
Pennsylvania
$7.83M -$45K -505 -0.5%
HPM
187
Hoxton Planning & Management
West Virginia
$7.67M -$78.1K -876 -1%
TLA
188
Tanglewood Legacy Advisors
Texas
$7.6M +$497K +5,575 +7%
IBOK
189
Independence Bank of Kentucky
Kentucky
$7.51M -$351K -3,935 -4%
SG
190
StoneX Group
New York
$7.51M +$646K +7,245 +9%
DT
191
Diversified Trust
Tennessee
$7.35M -$424K -4,753 -5%
SWP
192
Summit Wealth Partners
Florida
$7.29M -$236K -2,649 -3%
MWA
193
Moser Wealth Advisors
Washington
$7.22M -$467K -5,238 -6%
ACM
194
Argent Capital Management
Missouri
$7.21M +$7.31M +81,951 +2,916%
IC
195
IEQ Capital
California
$7.18M +$698K +7,831 +10%
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
$7.17M -$29.8K -334 -0.4%
RWP
197
RWA Wealth Partners
Massachusetts
$7.08M -$120K -1,344 -2%
TCB
198
Texas Capital Bancshares
Texas
$7.06M -$402K -4,505 -5%
GT
199
Greenleaf Trust
Michigan
$7.04M +$691K +7,744 +10%
FB
200
Fulton Bank
Pennsylvania
$6.99M – – –
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