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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
376
Montecito Bank & Trust
California
$1.78M -$9.04K -134 -0.5%
EWM
377
Evercore Wealth Management
New York
$1.78M -$20.8K -308 -1%
GIM
378
Goelzer Investment Management
Indiana
$1.77M -$9.44K -140 -0.5%
CWM
379
Calamos Wealth Management
Illinois
$1.76M +$444K +6,581 +34%
ASN
380
Advisory Services Network
Georgia
$1.76M +$284K +4,207 +19%
GBT
381
Grove Bank & Trust
Florida
$1.73M -$37.4K -555 -2%
DWM
382
Dakota Wealth Management
Florida
$1.72M -$298K -4,424 -15%
SWM
383
Southern Wealth Management
Texas
$1.72M -$69.1K -1,025 -4%
MA
384
MBA Advisors
Pennsylvania
$1.7M -$11.7K -173 -0.7%
NFG
385
Nations Financial Group
Iowa
$1.7M +$43.9K +651 +3%
WAM
386
Weatherly Asset Management
California
$1.7M -$8.77K -130 -0.5%
WANY
387
Wealthspire Advisors (New York)
New York
$1.7M -$59.5K -883 -3%
LT
388
Legacy Trust
Michigan
$1.67M +$1.67M +24,815 New
ECM
389
Evergreen Capital Management
Washington
$1.67M – – –
VVP
390
Venture Visionary Partners
Ohio
$1.66M -$40.1K -595 -2%
FFS
391
Founders Financial Securities
Maryland
$1.66M +$577K +8,553 +53%
SC
392
Sepio Capital
Utah
$1.64M +$1.64M +24,294 New
NWM
393
NEIRG Wealth Management
Massachusetts
$1.62M -$1.41M -20,964 -47%
CRWM
394
Castle Rock Wealth Management
California
$1.61M -$102K -1,517 -6%
SWA
395
SOA Wealth Advisors
New York
$1.58M +$100K +1,490 +7%
LW
396
Linscomb Wealth
Texas
$1.58M -$215K -3,187 -12%
SAG
397
SageView Advisory Group
California
$1.57M +$1.57M +23,316 New
FC
398
Financial Consulate
Maryland
$1.57M +$1.57M +23,256 New
BFEC
399
Benjamin F. Edwards & Company
Missouri
$1.55M -$129K -1,915 -8%
IWM
400
IHT Wealth Management
Illinois
$1.55M -$640K -9,494 -29%
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