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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
326
Rikoon Group
New Mexico
$1.02M +$6.01K +116 +0.6%
PV
327
Private Vista
Illinois
$1.02M -$1.19K -23 -0.1%
WTFG
328
Wells Trecaso Financial Group
Ohio
$1.02M +$3.11K +60 +0.3%
AF
329
Arrow Financial
New York
$1.01M -$44.2K -854 -4%
VFA
330
Voya Financial Advisors
Connecticut
$1.01M -$73.5K -1,419 -7%
AIS
331
American Investment Services
Massachusetts
$982K – – –
AC
332
Alley Company
Illinois
$971K – – –
ZCA
333
Zeke Capital Advisors
Pennsylvania
$966K – – –
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$963K +$168K +3,237 +22%
AWM
335
Avior Wealth Management
Nebraska
$961K -$20.1K -388 -2%
AIA
336
Armor Investment Advisors
North Carolina
$958K – – –
LBC
337
Lowe Brockenbrough & Co
Virginia
$958K – – –
BA
338
Ballew Advisors
Mississippi
$952K -$87.2K -1,683 -9%
HH
339
Hilltop Holdings
Texas
$931K -$48.9K -944 -5%
VFA
340
Valeo Financial Advisors
Indiana
$926K +$75.4K +1,456 +9%
CAN
341
Claraphi Advisory Network
United States
$926K +$173K +3,339 +24%
LGWM
342
Litman Gregory Wealth Management
California
$924K +$12.8K +248 +1%
1SB
343
1ST Source Bank
Indiana
$918K – – –
OCM
344
One Capital Management
California
$913K -$1.71K -33 -0.2%
TAIM
345
TD Ameritrade Investment Management
Nebraska
$912K +$876K +16,908 New
HFA
346
HC Financial Advisors
California
$906K +$870K +16,800 New
LC
347
LCNB Corp
Ohio
$905K -$51K -984 -6%
HCIA
348
Hochman Cole Investment Advisors
Illinois
$903K – – –
CWM
349
Cornerstone Wealth Management
Missouri
$893K +$7.82K +151 +1%
WPC
350
White Pine Capital
Minnesota
$891K -$4.14K -80 -0.5%
12 13
14
15 16