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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
376
Private Trust Company
Ohio
$2.38M +$644K +7,649 +40%
HP
377
HT Partners
Connecticut
$2.38M – – –
SWA
378
SOA Wealth Advisors
New York
$2.37M -$18.5K -219 -0.8%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$2.36M -$15.6K -185 -0.7%
KWM
380
Kingsview Wealth Management
Oregon
$2.36M +$179K +2,124 +9%
CFA
381
Cahill Financial Advisors
Minnesota
$2.34M -$6.78M -80,452 -75%
KAH
382
Kathryn A. Hall
$2.34M – – –
NGA
383
Naples Global Advisors
Florida
$2.33M +$96.2K +1,142 +5%
BB
384
Busey Bank
Illinois
$2.33M +$264K +3,133 +13%
DA
385
Dover Advisors
Virginia
$2.3M +$120K +1,428 +6%
RCA
386
Resonant Capital Advisors
Wisconsin
$2.29M – – –
CTA
387
Chesley Taft & Associates
Illinois
$2.29M -$28.7K -341 -1%
MG
388
Mather Group
Illinois
$2.28M -$867K -10,290 -28%
EK
389
Evensky & Katz
Florida
$2.26M +$8K +95 +0.4%
GIM
390
Goelzer Investment Management
Indiana
$2.26M – – –
GBT
391
Grove Bank & Trust
Florida
$2.26M – – –
ITIM
392
Indiana Trust & Investment Management
Indiana
$2.24M -$133K -1,578 -6%
VFA
393
Valeo Financial Advisors
Indiana
$2.24M +$2.27K +27 +0.1%
LGWM
394
Litman Gregory Wealth Management
California
$2.2M – – –
OLA
395
Oliver Luxxe Assets
New Jersey
$2.18M +$674 +8 +0%
RIS
396
Retirement Income Solutions
Michigan
$2.17M – – –
NFG
397
Nations Financial Group
Iowa
$2.14M +$2.78K +33 +0.1%
EIG
398
Ellenbecker Investment Group
Wisconsin
$2.13M -$198K -2,354 -9%
MAG
399
Members Advisory Group
New York
$2.12M +$204K +2,426 +11%
DC
400
Davenport & Co
Virginia
$2.09M +$367K +4,354 +22%
14 15
16
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