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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
326
Northeast Investment Management
Massachusetts
$244K – – –
BAS
327
Brown Advisory Securities
Maryland
$243K -$10.1K -260 -4%
CFB
328
Cullen/Frost Bankers
Texas
$238K – – –
DCM
329
Donaldson Capital Management
Indiana
$235K -$3.43K -88 -1%
SCP
330
Syntal Capital Partners
Texas
$228K -$62.2K -1,596 -22%
M
331
MOTCO
Texas
$228K -$37.4K -960 -15%
FNT
332
First Nebraska Trust
Nebraska
$228K – – –
CWM
333
Concert Wealth Management
California
$226K +$2.5K +64 +1%
YU
334
Yale University
Connecticut
$219K +$210K +5,392 New
VC
335
Vicus Capital
Pennsylvania
$215K +$206K +5,280 New
BEAM
336
Baker Ellis Asset Management
Washington
$212K +$203K +5,212 New
CIA
337
Capital Investment Advisors
Georgia
$209K +$200K +5,140 New
HTC
338
Haverford Trust Company
Pennsylvania
$207K +$199K +5,100 New
BOS
339
Bank of Stockton
California
$206K +$198K +5,080 New
AIM
340
Aspen Investment Management
Michigan
$202K +$193K +4,960 New
CTC
341
Central Trust Company
Missouri
$193K +$15.6K +400 +9%
BBHC
342
Brown Brothers Harriman & Co
New York
$169K – – –
PFG
343
Pacific Financial Group
Washington
$166K – – –
LWA
344
Lenox Wealth Advisors
New York
$166K +$10.4K +268 +7%
MI
345
Markston International
New York
$163K – – –
OC
346
Oakworth Capital
Alabama
$156K -$3.12K -80 -2%
BAM
347
Barrett Asset Management
New York
$150K – – –
WOC
348
West Oak Capital
California
$146K – – –
TIM
349
Tortoise Investment Management
New York
$138K -$12.6K -324 -9%
SNT
350
Security National Trust
West Virginia
$127K – – –
12 13
14
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