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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
351
Westport Resources Management
Connecticut
$112K +$30.3K +800 +38%
HI
352
Hudock Inc
Pennsylvania
$111K +$109K +2,880 New
RC
353
Riversville Capital
Connecticut
$104K – – –
LWM
354
LBA Wealth Management
Florida
$97K -$95.5K -2,520 -50%
RFA
355
Reilly Financial Advisors
California
$94K -$32K -844 -26%
BC
356
Bartlett & Co
Ohio
$91K – – –
FNBSF
357
First National Bank Sioux Falls
South Dakota
$86K – – –
CAL
358
Capital Advisors Ltd
Ohio
$81K -$17.1K -452 -18%
BOK
359
Bank of Kentucky
Kentucky
$81K – – –
CBT
360
Central Bank & Trust
Kentucky
$80K – – –
TCOV
361
Trust Company of Vermont
Vermont
$74K – – –
JIC
362
Joel Isaacson & Co
New York
$69K – – –
PAS
363
Partnervest Advisory Services
California
$67K +$152 +4 +0.2%
GAM
364
Gemmer Asset Management
California
$67K +$66.4K +1,752 New
DBT
365
Dubuque Bank & Trust
Iowa
$66K – – –
CDIA
366
Capital Directions Investment Advisors
Georgia
$61K – – –
PP
367
Palladium Partners
Virginia
$57K +$55.7K +1,468 New
PFA
368
Paradigm Financial Advisors
Missouri
$56K – – –
ST
369
Stifel Trust
Missouri
$47K +$6.07K +160 +15%
MCM
370
Manchester Capital Management
Vermont
$44K – – –
OIA
371
Optimum Investment Advisors
Illinois
$43K -$4.55K -120 -10%
RIA
372
Regal Investment Advisors
Michigan
$43K -$4.55K -120 -10%
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$42.1K -$28.1K -740 -40%
KTC
374
Kistler-Tiffany Companies
Pennsylvania
$42K – – –
WEC
375
Winslow Evans & Crocker
Massachusetts
$41.8K – – –
13 14
15
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