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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
226
FineMark National Bank & Trust
Florida
$4.75M -$49.2K -675 -1%
UCFA
227
United Capital Financial Advisors
Texas
$4.67M +$377K +5,165 +8%
VIA
228
Vantagepoint Investment Advisers
District of Columbia
$4.58M – – –
CWM
229
Chesapeake Wealth Management
Virginia
$4.52M -$140K -1,913 -3%
SFG
230
Sunburst Financial Group
Alabama
$4.47M -$33.7K -462 -0.7%
BP
231
Ballentine Partners
Massachusetts
$4.42M +$63.8K +874 +1%
CWM
232
Cahaba Wealth Management
Georgia
$4.39M -$133K -1,829 -3%
CCM
233
Copeland Capital Management
Pennsylvania
$4.38M +$2.8M +38,446 +155%
ACB
234
Aristotle Capital Boston
Massachusetts
$4.36M -$59.3K -813 -1%
NFG
235
Nadler Financial Group
Illinois
$4.34M -$33K -453 -0.7%
IBOK
236
Independence Bank of Kentucky
Kentucky
$4.32M -$38.9K -533 -0.8%
CWP
237
CFM Wealth Partners
Texas
$4.28M +$98K +1,343 +2%
AIM
238
Acropolis Investment Management
Missouri
$4.26M -$10.7K -146 -0.2%
WB
239
WesBanco Bank
West Virginia
$4.26M +$37.1K +508 +0.8%
TFCP
240
Twin Focus Capital Partners
Massachusetts
$4.23M -$16.9K -231 -0.4%
MWM
241
Modera Wealth Management
New Jersey
$4.23M -$103K -1,417 -2%
LFAS
242
Level Four Advisory Services
Texas
$4.22M -$845K -11,585 -16%
TCM
243
Triumph Capital Management
Colorado
$4.17M +$92.8K +1,272 +2%
PFPT
244
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.15M +$79.4K +1,088 +2%
ST
245
Sabal Trust
Florida
$4.05M +$355K +4,862 +9%
DI
246
DAGCO Inc
Ohio
$4M -$1.49M -20,388 -61%
CGPCS
247
Capital Group Private Client Services
California
$3.99M +$70.9K +972 +2%
EFS
248
Essex Financial Services
Connecticut
$3.99M +$44.2K +606 +1%
MCM
249
MV Capital Management
Maryland
$3.97M +$185K +2,540 +5%
HSA
250
HBK Sorce Advisory
Pennsylvania
$3.93M +$44.6K +611 +1%
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