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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
Manchester Capital Management
Vermont
$765K – – –
OPWM
352
Oak Point Wealth Management
Michigan
$747K +$209K +3,972 +37%
RC
353
Roundview Capital
New Jersey
$741K +$253K +4,800 +50%
VFA
354
Valeo Financial Advisors
Indiana
$738K -$214K -4,064 -22%
FT
355
Fiduciary Trust
Massachusetts
$727K +$3.16K +60 +0.4%
TA
356
Tiedemann Advisors
New York
$724K +$740K +14,036 New
WP
357
WealthSource Partners
California
$720K +$19K +360 +3%
BFO
358
Boston Family Office
Massachusetts
$717K – – –
MPI
359
Mairs & Power Inc
Minnesota
$709K – – –
HSA
360
HBK Sorce Advisory
Pennsylvania
$709K +$116K +2,196 +19%
BFO
361
Biltmore Family Office
North Carolina
$705K – – –
BKA
362
Brick & Kyle Associates
Pennsylvania
$696K +$211 +4 +0%
IC
363
Iconiq Capital
California
$681K – – –
SCP
364
Seizert Capital Partners
Michigan
$673K -$2.21M -41,880 -76%
CL
365
CIM LLC
New York
$670K -$32.9K -624 -5%
DWT
366
Dorsey & Whitney Trust
South Dakota
$663K – – –
TSW
367
Thompson Siegel & Walmsley
Virginia
$662K – – –
LW
368
Linscomb Wealth
Texas
$661K +$11.6K +220 +2%
CPIG
369
Chicago Partners Investment Group
Illinois
$658K +$2.32K +44 +0.3%
MA
370
MCF Advisors
Kentucky
$657K +$13.1K +248 +2%
FWP
371
FAS Wealth Partners
Kansas
$650K +$2.11K +40 +0.3%
CB
372
Chemical Bank
Michigan
$650K +$71.7K +1,360 +12%
PMG
373
ProVise Management Group
Florida
$644K +$10.5K +200 +2%
FAAS
374
First Allied Advisory Services
California
$644K +$35.4K +672 +6%
FHB
375
First Hawaiian Bank
Hawaii
$636K -$3.16K -60 -0.5%
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