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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
476
SVB Wealth
Massachusetts
$959K – – –
GVAG
477
Great Valley Advisor Group
Delaware
$953K +$54.7K +705 +6%
BFA
478
Bragg Financial Advisors
North Carolina
$949K -$174K -2,238 -16%
DBT
479
Dubuque Bank & Trust
Iowa
$946K -$21K -271 -2%
GL
480
Graypoint LLC
New York
$944K – – –
CC
481
Cassaday & Co
Virginia
$939K -$51.1K -659 -5%
ECG
482
EPIQ Capital Group
California
$937K +$1.78K +23 +0.2%
HIA
483
Harbor Investment Advisory
Maryland
$929K – – –
DAS
484
Dynamic Advisor Solutions
Arizona
$910K -$59.4K -766 -6%
CIA
485
Choate Investment Advisors
Massachusetts
$899K +$168K +2,168 +24%
IAN
486
Integrated Advisors Network
Texas
$897K +$101K +1,308 +13%
SAS
487
Sanford Advisory Services
Michigan
$891K +$10.2K +132 +1%
BBA
488
BLB&B Advisors
Pennsylvania
$886K +$76.3K +984 +10%
HCM
489
HMS Capital Management
Tennessee
$884K -$277K -3,570 -24%
CAM
490
Columbia Asset Management
Michigan
$876K +$78 +1 +0%
IWC
491
Integrated Wealth Concepts
Massachusetts
$873K +$22.4K +289 +3%
MA
492
Mutual Advisors
Nebraska
$872K +$151K +1,949 +22%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$858K +$201K +2,589 +31%
BS
494
Boenning & Scattergood
Pennsylvania
$851K +$78 +1 +0%
CL
495
CIM LLC
New York
$848K -$30.3K -391 -4%
IF
496
Intrua Financial
Texas
$837K -$103K -1,324 -11%
FFN
497
Focus Financial Network
Minnesota
$834K +$50.2K +647 +7%
WA
498
Waverly Advisors
Alabama
$827K +$4.81K +62 +0.6%
FDCC
499
Foster Dykema Cabot & Co
Massachusetts
$824K – – –
KM
500
Kalos Management
Georgia
$824K +$9.23K +119 +1%
18 19
20
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