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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$26.4M +$26.3M +811,508 New
HFS
27
HL Financial Services
Kentucky
$24.3M +$24.2M +748,012 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$23.6M +$23.6M +728,080 New
SI
29
Stephens Inc
Arkansas
$22.8M +$22.7M +701,716 New
Invesco
30
Invesco
Georgia
$22M +$22M +678,672 New
FTIOP
31
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.8M +$21.8M +672,092 New
Jones Financial Companies
32
Jones Financial Companies
Missouri
$21.1M +$21.1M +649,736 New
BC
33
Brookfield Corp
Ontario, Canada
$19.9M +$19.8M +612,040 New
JIC
34
Johnson Investment Counsel
Ohio
$19.7M +$19.6M +605,596 New
WSTAM
35
Wilbanks Smith & Thomas Asset Management
Virginia
$18.9M +$18.8M +581,484 New
BF
36
BOK Financial
Oklahoma
$18.8M +$18.7M +577,392 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$18.1M +$18M +556,444 New
MIH
38
Madison Investment Holdings
Wisconsin
$17.9M +$17.9M +551,376 New
CCMG
39
Clark Capital Management Group
Pennsylvania
$17.8M +$17.7M +547,552 New
Truist Financial
40
Truist Financial
North Carolina
$16.1M +$16M +495,000 New
TFA
41
Transamerica Financial Advisors
Florida
$14.9M +$14.9M +460,144 New
JMPWA
42
JP Morgan Private Wealth Advisors
California
$13M +$13M +400,160 New
BWM
43
Baystate Wealth Management
Massachusetts
$13M +$13M +399,916 New
WT
44
Wilmington Trust
Delaware
$12.8M +$12.7M +393,084 New
CBU
45
CIBC Bank USA
Illinois
$12M +$12M +370,552 New
WT
46
Washington Trust
Rhode Island
$11.3M +$11.2M +346,664 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$10.3M +$10.3M +317,388 New
JFG
48
JMG Financial Group
Illinois
$10.3M +$10.3M +317,088 New
MA
49
MUFG Americas
New York
$10.2M +$10.2M +314,612 New
MWM
50
Merriman Wealth Management
Washington
$9.58M +$9.56M +294,900 New
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