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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
301
Future Financial Wealth Management
Ohio
$2.17M -$20.5K -283 -1%
AP
302
Appleton Partners
Massachusetts
$2.17M -$56K -774 -3%
GIM
303
Goelzer Investment Management
Indiana
$2.14M -$34.7K -480 -2%
FHA
304
First Horizon Advisors
Tennessee
$2.14M -$24.4K -337 -1%
PFC
305
Phocas Financial Corp
California
$2.13M +$2.09M +28,846 New
SCA
306
St. Clair Advisors
Ohio
$2.12M -$8.24K -114 -0.4%
FFC
307
Fure Financial Corporation
Minnesota
$2.12M -$47.4K -656 -2%
FRA
308
Frank Rimerman Advisors
California
$2.11M – – –
SFG
309
Summit Financial Group
West Virginia
$2.08M -$88.9K -1,230 -4%
EI
310
Ellevest Inc
New York
$2.08M +$59.6K +825 +3%
VVP
311
Venture Visionary Partners
Ohio
$2.06M +$659K +9,112 +48%
GT
312
Glenmede Trust
Pennsylvania
$2.06M -$503K -6,960 -20%
CAM
313
Cozad Asset Management
Illinois
$2.06M +$82.4K +1,140 +4%
RSWM
314
Robertson Stephens Wealth Management
California
$2.06M +$69.5K +961 +4%
BKA
315
Brick & Kyle Associates
Pennsylvania
$2.05M – – –
UBV
316
United Bank (Virginia)
Virginia
$2.05M -$31.8K -440 -2%
MWP
317
MYCIO Wealth Partners
Pennsylvania
$2.04M +$177K +2,443 +10%
FC
318
Fulcrum Capital
Washington
$2.04M +$2M +27,623 New
FMTC
319
Farmers & Merchants Trust Company
California
$2M +$1.11M +15,413 +133%
HP
320
HT Partners
Connecticut
$1.99M – – –
TA
321
Tiedemann Advisors
New York
$1.99M +$53.6K +741 +3%
RIS
322
Retirement Income Solutions
Michigan
$1.98M – – –
HI
323
Harbour Investments
Wisconsin
$1.97M +$1.93M +26,686 New
LW
324
Linscomb Wealth
Texas
$1.96M -$7.59K -105 -0.4%
KAH
325
Kathryn A. Hall
$1.96M – – –
11 12
13
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