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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
401
Vaughan David Investments
Illinois
$312K – – –
OC
402
Oppenheimer & Co
New York
$308K -$1.4K -32 -0.5%
KIA
403
KCM Investment Advisors
California
$304K – – –
EWA
404
EP Wealth Advisors
California
$303K +$17K +388 +6%
CONA
405
Capital One National Association
New York
$301K -$42.5K -972 -13%
RP
406
Riverbridge Partners
Minnesota
$300K -$3.5K -80 -1%
BW
407
Bison Wealth
Georgia
$300K +$11K +252 +4%
IAA
408
Ironsides Asset Advisors
North Carolina
$297K – – –
SBL
409
Sargent Bickham Lagudis
Colorado
$297K +$79.2K +1,812 +37%
NA
410
NewEdge Advisors
Louisiana
$297K +$286K +6,532 New
UR
411
USCA RIA
Texas
$295K – – –
ATC
412
Argent Trust Co
Tennessee
$294K +$15.6K +356 +6%
AMCA
413
Arthur M. Cohen & Associates
Illinois
$294K +$287K +6,572 New
FNBTCON
414
First National Bank & Trust Co of Newtown
Pennsylvania
$292K – – –
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$292K +$61.4K +1,404 +27%
WI
416
Wedgewood Investors
Pennsylvania
$291K – – –
FNT
417
First Nebraska Trust
Nebraska
$286K – – –
LDB
418
Lee, Danner & Bass
Tennessee
$285K -$875 -20 -0.3%
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$285K – – –
TI
420
Truepoint Inc
Ohio
$284K -$41.3K -944 -13%
BWFM
421
Bridgewater Wealth & Financial Management
Maryland
$283K -$41.1K -940 -13%
AB
422
Atlas Brown
Kentucky
$282K – – –
NFG
423
Nations Financial Group
Iowa
$281K – – –
RVM
424
Robinson Value Management
Texas
$281K +$275K +6,292 New
MCA
425
Mercer Capital Advisers
New Jersey
$280K – – –
15 16
17
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