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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
301
Central Trust Company
Missouri
$134K -$23.9K -700 -15%
WOC
302
West Oak Capital
California
$125K – – –
LFG
303
LifePlan Financial Group
Ohio
$120K – – –
RFA
304
Reilly Financial Advisors
California
$115K – – –
SNT
305
Security National Trust
West Virginia
$108K +$106K +3,116 New
TAIM
306
TD Ameritrade Investment Management
Nebraska
$107K +$51.5K +1,508 +97%
JFA
307
JNBA Financial Advisors
Minnesota
$103K – – –
BC
308
Bartlett & Co
Ohio
$81K -$30.1K -880 -27%
FNBSF
309
First National Bank Sioux Falls
South Dakota
$77K -$12.8K -376 -14%
BOK
310
Bank of Kentucky
Kentucky
$73K +$13.7K +400 +24%
CBT
311
Central Bank & Trust
Kentucky
$72K – – –
BBHC
312
Brown Brothers Harriman & Co
New York
$70K -$100K -2,940 -59%
TCOV
313
Trust Company of Vermont
Vermont
$66K – – –
JIC
314
Joel Isaacson & Co
New York
$62K – – –
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$60K – – –
PAS
316
Partnervest Advisory Services
California
$60K +$58.6K +1,716 New
DBT
317
Dubuque Bank & Trust
Iowa
$59K – – –
ACM
318
Antonetti Capital Management
Florida
$50K – – –
CDIA
319
Capital Directions Investment Advisors
Georgia
$42K – – –
MCM
320
Manchester Capital Management
Vermont
$39K – – –
OIA
321
Optimum Investment Advisors
Illinois
$39K +$38.4K +1,124 New
ST
322
Stifel Trust
Missouri
$37K – – –
FWM
323
Focused Wealth Management
New York
$34K +$33.5K +980 New
AA
324
Apriem Advisors
California
$30K – – –
HDIM
325
Hanson & Doremus Investment Management
Vermont
$26K – – –
11 12
13
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