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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
351
Knightsbridge Asset Management
California
$3.04M -$2.85M -30,073 -49%
SFS
352
Summit Financial Strategies
Ohio
$3.03M -$3.03K -32 -0.1%
BIG
353
Builder Investment Group
Georgia
$3.01M -$853 -9 -0%
AIM
354
Allen Investment Management
New York
$2.99M – – –
WIA
355
World Investment Advisors
California
$2.99M -$17.8K -188 -0.6%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$2.97M -$241K -2,547 -8%
FWP
357
FAS Wealth Partners
Kansas
$2.97M -$35.9K -379 -1%
ACA
358
Anchor Capital Advisors
Massachusetts
$2.97M -$3.79K -40 -0.1%
VWM
359
Vigilare Wealth Management
Arizona
$2.97M +$1.17M +12,367 +67%
MI
360
Motiv8 Investments
Florida
$2.97M +$54K +570 +2%
EWM
361
Evercore Wealth Management
New York
$2.96M -$150K -1,581 -5%
PA
362
Procyon Advisors
Connecticut
$2.93M +$1.21M +12,767 +73%
SFS
363
Sowell Financial Services
Arkansas
$2.91M +$83.9K +885 +3%
LNWTC
364
Laird Norton Wetherby Trust Company
Washington
$2.88M – – –
GHAM
365
Gilman Hill Asset Management
Connecticut
$2.87M – – –
HIP
366
HUB Investment Partners
Texas
$2.87M +$19.7K +208 +0.7%
KF
367
KKM Financial
Illinois
$2.86M +$4.93K +52 +0.2%
CAM
368
Cozad Asset Management
Illinois
$2.85M -$24.9K -263 -0.9%
SPC
369
Sigma Planning Corp
Michigan
$2.84M -$87.1K -919 -3%
FUBT
370
First United Bank & Trust
Maryland
$2.82M -$11.8K -125 -0.4%
NFP
371
Narus Financial Partners
Utah
$2.82M +$221K +2,331 +9%
TPA
372
Trivium Point Advisory
Connecticut
$2.81M +$284K +2,999 +11%
FEG
373
Fund Evaluation Group
Ohio
$2.81M -$11.5M -120,941 -81%
DA
374
Dover Advisors
Virginia
$2.79M +$31K +327 +1%
PPW
375
Pasadena Private Wealth
California
$2.75M – – –
13 14
15
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