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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
451
Lowe Brockenbrough & Co
Virginia
$1.23M +$64.1K +950 +6%
HF
452
Halpern Financial
Virginia
$1.22M -$13.5K -200 -1%
PTC
453
Private Trust Company
Ohio
$1.22M -$67K -994 -5%
PRWA
454
Platte River Wealth Advisors
Colorado
$1.22M – – –
HAIM
455
Hunter Associates Investment Management
Pennsylvania
$1.22M +$431K +6,399 +55%
PFO
456
Pathstone Family Office
New Jersey
$1.21M +$206K +3,054 +23%
BTI
457
Blue Trust Inc
Georgia
$1.21M +$768K +11,394 +140%
IRC
458
Investors Research Corp
Georgia
$1.21M – – –
PMG
459
Private Management Group
California
$1.21M -$715K -10,600 -37%
CGA
460
Crescent Grove Advisors
Illinois
$1.21M – – –
FCFC
461
First Commonwealth Financial Corp
Pennsylvania
$1.2M +$36.1K +536 +3%
FNB
462
Farmers National Bank
Kentucky
$1.2M – – –
FWM
463
FMB Wealth Management
California
$1.2M +$1.2M +17,790 New
AWA
464
Aletheian Wealth Advisors
Washington
$1.2M +$1.2M +17,755 New
FNBOO
465
First National Bank of Omaha
Nebraska
$1.2M -$80.9K -1,200 -6%
MA
466
MONECO Advisors
Connecticut
$1.2M -$15.4K -229 -1%
FCAG
467
First Capital Advisors Group
New Jersey
$1.19M -$50.6K -750 -4%
MAM
468
Madison Asset Management
Wisconsin
$1.19M +$700K +10,378 +142%
SFG
469
Sterling Financial Group
California
$1.19M +$1.19M +17,606 New
SIM
470
Stratos Investment Management
Ohio
$1.19M -$97K -1,439 -8%
KWM
471
Kingsview Wealth Management
Oregon
$1.18M +$131K +1,950 +12%
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$1.17M +$9.1K +135 +0.8%
PFS
473
Prospera Financial Services
Texas
$1.17M -$464K -6,886 -28%
PIA
474
Perennial Investment Advisors
California
$1.17M +$67 +1 +0%
OAM
475
Occidental Asset Management
California
$1.17M – – –
17 18
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