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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
426
Tompkins Financial
New York
$604K – – –
BCA
427
Berman Capital Advisors
Georgia
$603K -$46.6K -899 -7%
RWM
428
RKL Wealth Management
Pennsylvania
$590K +$114K +2,207 +25%
FAT
429
First American Trust
California
$588K +$6.27K +121 +1%
NWP
430
Northstar Wealth Partners
Connecticut
$583K +$20.7K +400 +4%
VDFA
431
Vickerman & Driscoll Financial Advisors
Washington
$581K -$10.9K -211 -2%
TFO
432
Tarbox Family Office
California
$581K – – –
PFC
433
Personal Financial Consultants
California
$573K -$8.24K -159 -1%
PTC
434
Philadelphia Trust Company
Pennsylvania
$561K +$122K +2,352 +29%
MA
435
MONECO Advisors
Connecticut
$560K +$49.1K +947 +10%
UBV
436
United Bank (Virginia)
Virginia
$558K – – –
SIA
437
Starfire Investment Advisers
Michigan
$556K – – –
RCAG
438
Rehmann Capital Advisory Group
Michigan
$552K +$530K +10,240 New
HCA
439
Harbour Capital Advisors
Virginia
$550K – – –
RPGK
440
Retirement Planning Group (Kansas)
Kansas
$545K +$207 +4 +0%
RWM
441
Reston Wealth Management
Virginia
$542K -$32.4K -625 -6%
FMTC
442
Farmers & Merchants Trust Company
California
$540K – – –
RC
443
Rinet Company
Massachusetts
$540K +$1.19K +23 +0.2%
BC
444
Brinker Capital
Pennsylvania
$539K +$517K +9,984 New
FWM
445
Frontier Wealth Management
Missouri
$538K -$68.4K -1,321 -12%
GC
446
Garde Capital
Washington
$538K +$16.4K +316 +3%
NA
447
NewEdge Advisors
Louisiana
$533K -$30.3K -585 -6%
KA
448
Klingman & Associates
New York
$529K – – –
RIS
449
Retirement Income Solutions
Michigan
$526K – – –
SWPG
450
Strategic Wealth Partners Group
Illinois
$522K +$484K +9,349 +2,903%
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