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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
301
Naples Global Advisors
Florida
$1.02M – – –
MMG
302
Monetary Management Group
Missouri
$1M – – –
RG
303
Rikoon Group
New Mexico
$1M +$211 +4 +0%
WTFG
304
Wells Trecaso Financial Group
Ohio
$992K -$368K -6,988 -27%
FCAG
305
First Capital Advisors Group
New Jersey
$988K – – –
PL
306
Parthenon LLC
Kentucky
$984K +$358K +6,800 +58%
BAC
307
Boys Arnold & Co
North Carolina
$977K -$39.2K -744 -4%
AC
308
Alley Company
Illinois
$975K -$41.3K -784 -4%
FIA
309
Foundations Investment Advisors
Arizona
$967K +$960K +18,232 New
AIS
310
American Investment Services
Massachusetts
$965K – – –
AWM
311
Avior Wealth Management
Nebraska
$962K – – –
CCM
312
Catawba Capital Management
Virginia
$954K +$42.1K +800 +5%
WB
313
WesBanco Bank
West Virginia
$953K +$22.5K +428 +2%
PMFA
314
Plante Moran Financial Advisors
Michigan
$952K – – –
OIA
315
Optimum Investment Advisors
Illinois
$946K +$147K +2,800 +19%
HH
316
Hilltop Holdings
Texas
$918K +$105K +1,988 +13%
EFS
317
Essex Financial Services
Connecticut
$895K -$2.35M -44,576 -73%
WWM
318
Windsor Wealth Management
Indiana
$891K +$88.2K +1,676 +11%
HCIA
319
Hochman Cole Investment Advisors
Illinois
$888K +$87.8K +1,668 +11%
VCM
320
Vivaldi Capital Management
Illinois
$882K – – –
VA
321
Valmark Advisers
Ohio
$879K -$270K -5,128 -24%
PV
322
Private Vista
Illinois
$878K +$5.26K +100 +0.6%
OCM
323
One Capital Management
California
$868K -$21.7K -412 -2%
CFB
324
Cullen/Frost Bankers
Texas
$868K -$15.8K -300 -2%
OAM
325
Occidental Asset Management
California
$861K – – –
11 12
13
14 15