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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
LBA Wealth Management
Florida
$110K – – –
DSN
502
D. Scott Neal
Kentucky
$108K – – –
WAM
503
Watermark Asset Management
California
$107K +$106K +2,284 New
CFA
504
CT Financial Advisors
Pennsylvania
$103K +$371 +8 +0.4%
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$95K -$18.5K -400 -16%
CGT
506
Capital Guardian Trust
California
$94K -$74.2K -1,600 -44%
SPIA
507
Steward Partners Investment Advisory
New York
$93K +$93.1K +2,008 New
WA
508
WFG Advisors
Texas
$91K +$90.5K +1,952 New
EA
509
Edge Advisors
Georgia
$90K – – –
CAL
510
Capital Advisors Ltd
Ohio
$89K – – –
IF
511
Ironwood Financial
Arizona
$88K – – –
VIA
512
Vantage Investment Advisors
Pennsylvania
$84K +$185 +4 +0.2%
FMTCOCP
513
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83.9K – – –
ATC
514
Adirondack Trust Company
New York
$80K – – –
CDIA
515
Capital Directions Investment Advisors
Georgia
$74K -$24.8K -536 -25%
BCI
516
Brinker Capital Investments
Pennsylvania
$73K -$66.6K -1,436 -48%
CFA
517
Carroll Financial Associates
North Carolina
$72K -$1.3K -28 -2%
JAM
518
Jolley Asset Management
North Carolina
$70K – – –
ACM
519
AUA Capital Management
Pennsylvania
$69K – – –
AA
520
Apriem Advisors
California
$69K +$68.2K +1,472 New
PB
521
Pinnacle Bancorp
Nebraska
$66K +$65.5K +1,412 New
GEA
522
Glen Eagle Advisors
New Jersey
$61.7K – – –
RFS
523
Rockefeller Financial Services
New York
$56K – – –
FPFS
524
First Personal Financial Services
North Carolina
$53K – – –
PWM
525
Perigon Wealth Management
California
$52K – – –
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