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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
476
First Nebraska Trust
Nebraska
$333K – – –
MCA
477
Mercer Capital Advisers
New Jersey
$332K – – –
FLA
478
Financial Life Advisors
Texas
$331K +$27.8K +528 +9%
WJA
479
Williams Jones & Associates
New York
$330K – – –
IP
480
Investment Partners
Ohio
$327K +$54.5K +1,036 +20%
EWA
481
EP Wealth Advisors
California
$319K -$4.21K -80 -1%
FLPIM
482
F.L. Putnam Investment Management
Massachusetts
$319K – – –
VDI
483
Vaughan David Investments
Illinois
$318K – – –
BW
484
Bison Wealth
Georgia
$316K -$9.48K -180 -3%
BWM
485
BerganKDV Wealth Management
Minnesota
$311K -$12K -228 -4%
JWA
486
JFS Wealth Advisors
Pennsylvania
$309K – – –
BWP
487
Baldwin Wealth Partners
Massachusetts
$308K -$72.6K -1,380 -19%
ECM
488
ETrade Capital Management
Virginia
$307K -$421 -8 -0.1%
TI
489
Truepoint Inc
Ohio
$306K +$237K +4,496 +352%
PFS
490
Prospera Financial Services
Texas
$305K – – –
WAM
491
Wealthspire Advisors (Maryland)
Maryland
$303K – – –
PA
492
Parallel Advisors
California
$301K +$6.53K +124 +2%
SWM
493
Segment Wealth Management
Texas
$300K -$2.74K -52 -0.9%
SWM
494
Sequoia Wealth Management
Illinois
$299K – – –
BG
495
Bollard Group
Massachusetts
$295K – – –
FNBTCON
496
First National Bank & Trust Co of Newtown
Pennsylvania
$294K – – –
VNA
497
Valley National Advisers
Pennsylvania
$293K – – –
BA
498
BKS Advisors
Michigan
$290K – – –
BEAM
499
Baker Ellis Asset Management
Washington
$290K +$13.9K +264 +5%
AWM
500
AllSquare Wealth Management
New York
$290K +$288K +5,468 New
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