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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
476
Smith Salley Wealth Management
North Carolina
$366K – – –
NFG
477
Nations Financial Group
Iowa
$364K -$20.8K -380 -5%
WI
478
Wedgewood Investors
Pennsylvania
$359K – – –
MLFP
479
MPS Loria Financial Planners
Illinois
$356K -$15.6K -284 -4%
NIM
480
Northeast Investment Management
Massachusetts
$350K – – –
FNT
481
First Nebraska Trust
Nebraska
$346K – – –
BSB
482
Bangor Savings Bank
Maine
$346K -$1.1K -20 -0.3%
MCA
483
Mercer Capital Advisers
New Jersey
$345K – – –
VC
484
Vicus Capital
Pennsylvania
$344K -$35.1K -640 -9%
WJA
485
Williams Jones & Associates
New York
$343K – – –
BFC
486
Bedel Financial Consulting
Indiana
$339K – – –
AWM
487
AE Wealth Management
Kansas
$336K +$334K +6,100 New
FCI
488
Financial Counselors Inc
Kansas
$334K -$15.3K -280 -4%
GW
489
GW & Wade
Massachusetts
$333K -$30.5K -556 -8%
FLPIM
490
F.L. Putnam Investment Management
Massachusetts
$332K – – –
VDI
491
Vaughan David Investments
Illinois
$331K – – –
BW
492
Bison Wealth
Georgia
$329K – – –
TCOV
493
Trust Company of Vermont
Vermont
$329K +$110K +2,004 +51%
EWA
494
EP Wealth Advisors
California
$328K -$3.29K -60 -1%
BWM
495
BerganKDV Wealth Management
Minnesota
$321K -$2.41K -44 -0.8%
ECM
496
ETrade Capital Management
Virginia
$321K +$2.41K +44 +0.8%
BWP
497
Baldwin Wealth Partners
Massachusetts
$320K – – –
WAM
498
Wealthspire Advisors (Maryland)
Maryland
$315K – – –
PA
499
Parallel Advisors
California
$313K – – –
SWM
500
Sequoia Wealth Management
Illinois
$311K – – –
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