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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
401
First Nebraska Trust
Nebraska
$224K – – –
NFG
402
Nations Financial Group
Iowa
$224K +$228K +5,596 New
DC
403
Davenport & Co
Virginia
$223K +$227K +5,576 New
PWAG
404
Polaris Wealth Advisory Group
California
$222K +$226K +5,536 New
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$221K +$225K +5,512 New
ST
406
Sageworth Trust
Pennsylvania
$214K -$232K -5,700 -52%
AFWA
407
Ancora Family Wealth Advisors
Ohio
$210K – – –
BFEC
408
Benjamin F. Edwards & Company
Missouri
$210K +$172K +4,220 +414%
BEAM
409
Baker Ellis Asset Management
Washington
$209K – – –
ZB
410
Zions Bancorporation
Utah
$204K -$26.4K -648 -11%
BWP
411
Baldwin Wealth Partners
Massachusetts
$201K +$205K +5,024 New
MFBTD
412
MB Financial Bank - Trust Department
Illinois
$188K – – –
M
413
MOTCO
Texas
$177K -$8.8K -216 -5%
PFG
414
Pacific Financial Group
Washington
$163K – – –
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$162K +$77.9K +1,912 +90%
BC
416
Bartlett & Co
Ohio
$159K – – –
LWA
417
Lenox Wealth Advisors
New York
$155K – – –
PIM
418
Parasol Investment Management
Illinois
$150K – – –
BAM
419
Barrett Asset Management
New York
$148K – – –
WOC
420
West Oak Capital
California
$144K – – –
MI
421
Markston International
New York
$144K – – –
DBT
422
Dubuque Bank & Trust
Iowa
$142K +$75.2K +1,844 +108%
TIM
423
Tortoise Investment Management
New York
$139K – – –
PCTC
424
Perkins Coie Trust Company
Washington
$136K – – –
BCP
425
Blue Chip Partners
Michigan
$136K +$1.3K +32 +0.9%
15 16
17
18 19