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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
451
F.L. Putnam Investment Management
Massachusetts
$297K +$291K +6,020 New
BA
452
BKS Advisors
Michigan
$296K – – –
VDI
453
Vaughan David Investments
Illinois
$296K – – –
NFG
454
Next Financial Group
Texas
$294K -$51.6K -1,068 -15%
HTC
455
Haverford Trust Company
Pennsylvania
$293K +$19.5K +404 +7%
PO
456
Private Ocean
California
$290K +$1.16K +24 +0.4%
BIC
457
Bridges Investment Counsel
Nebraska
$289K -$1.53M -31,792 -84%
CBB
458
Citizens Business Bank
California
$287K – – –
CC
459
Cassaday & Co
Virginia
$278K +$144K +2,976 +15%
RP
460
Riverbridge Partners
Minnesota
$276K – – –
MWM
461
Meridian Wealth Management
Kentucky
$276K +$193 +4 +0.1%
FNBTCON
462
First National Bank & Trust Co of Newtown
Pennsylvania
$274K – – –
VNA
463
Valley National Advisers
Pennsylvania
$272K – – –
BG
464
Bollard Group
Massachusetts
$272K +$2.32K +48 +0.9%
SCA
465
Snowden Capital Advisors
New York
$265K – – –
ST
466
Sageworth Trust
Pennsylvania
$263K – – –
OC
467
Oppenheimer & Co
New York
$258K -$72.6K -1,504 -22%
JWA
468
JFS Wealth Advisors
Pennsylvania
$258K +$772 +16 +0.3%
BEAM
469
Baker Ellis Asset Management
Washington
$257K -$13.7K -284 -5%
GP
470
Geneva Partners
Wisconsin
$256K +$251K +5,200 New
GC
471
Garde Capital
Washington
$254K – – –
GW
472
GW & Wade
Massachusetts
$252K -$4.83K -100 -2%
CBOR
473
Community Bank of Raymore
Missouri
$244K – – –
MIM
474
Macroview Investment Management
Maryland
$242K +$199K +4,120 +523%
ECM
475
ETrade Capital Management
Virginia
$242K +$237K +4,900 New
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19
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