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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
301
MCF Advisors
Kentucky
$1.16M +$662K +13,123 +112%
FUBT
302
First United Bank & Trust
Maryland
$1.15M -$105K -2,085 -8%
HIMC
303
Heritage Investors Management Corp
Maryland
$1.15M +$121K +2,400 +11%
RMDI
304
R.M. Davis Inc
Maine
$1.12M +$154K +3,045 +14%
VR
305
Viridian RIA
Washington
$1.1M +$1.2M +23,726 New
CWAG
306
Compton Wealth Advisory Group
Virginia
$1.1M +$1.19M +23,600 New
TFCP
307
Twin Focus Capital Partners
Massachusetts
$1.09M +$419K +8,301 +55%
BKA
308
Brick & Kyle Associates
Pennsylvania
$1.08M +$1.18M +23,338 New
BCWM
309
Bartlett & Co Wealth Management
Ohio
$1.08M -$16.9K -335 -1%
BC
310
Bartlett & Co
Ohio
$1.08M -$16.9K -335 -1%
NL
311
NVWM LLC
Pennsylvania
$1.08M -$73.5K -1,457 -6%
CG
312
Cynosure Group
Utah
$1.08M +$1.17M +23,152 New
YWP
313
YorkBridge Wealth Partners
New York
$1.05M – – –
CAM
314
Columbia Asset Management
Michigan
$1.05M +$50 +1 +0%
PWM
315
Perigon Wealth Management
California
$1.04M +$1.04M +20,620 New
HIMCH
316
Hartford Investment Management Co (HIMCO)
Connecticut
$1.04M +$375K +7,435 +50%
CCP
317
Corient Capital Partners
California
$1.03M – – –
HAFS
318
Hapanowicz & Associates Financial Services
Pennsylvania
$1.03M +$4.59K +91 +0.4%
HSA
319
HBK Sorce Advisory
Pennsylvania
$1.01M +$432K +8,572 +65%
AB
320
Atlas Brown
Kentucky
$1.01M +$50 +1 +0%
LB
321
Legacy Bridge
Iowa
$1.01M +$1.09M +21,660 New
EFSCE
322
Enterprise Financial Services Corp (EFSC)
Missouri
$997K -$69.7K -1,381 -6%
BA
323
Ballew Advisors
Mississippi
$975K +$134K +2,660 +17%
EFS
324
Essex Financial Services
Connecticut
$974K +$39.6K +786 +4%
WPC
325
Waters Parkerson & Co
Louisiana
$944K -$50 -1 -0%
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