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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$132K – – –
SPIA
502
Steward Partners Investment Advisory
New York
$132K +$35.7K +752 +37%
BCP
503
Blue Chip Partners
Michigan
$131K -$35.5K -748 -21%
RFA
504
Reilly Financial Advisors
California
$120K – – –
SAM
505
Solaris Asset Management
New York
$116K – – –
BWA
506
BDO Wealth Advisors
Florida
$112K +$111K +2,340 New
DSN
507
D. Scott Neal
Kentucky
$110K – – –
WAM
508
Watermark Asset Management
California
$110K – – –
VIA
509
Vantage Investment Advisors
Pennsylvania
$109K +$22K +464 +26%
CAL
510
Capital Advisors Ltd
Ohio
$101K +$10.1K +212 +11%
SIAP
511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$98K – – –
CBT
512
Capital Bank & Trust
California
$96K +$94.8K +2,000 New
WA
513
WFG Advisors
Texas
$94K – – –
CFA
514
Carroll Financial Associates
North Carolina
$94K +$19.9K +420 +27%
EA
515
Edge Advisors
Georgia
$92K – – –
IF
516
Ironwood Financial
Arizona
$91K – – –
FMTCOCP
517
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86.1K – – –
GEA
518
Glen Eagle Advisors
New Jersey
$82.5K +$19K +400 +30%
ATC
519
Adirondack Trust Company
New York
$82K – – –
CDIA
520
Capital Directions Investment Advisors
Georgia
$76K – – –
BCI
521
Brinker Capital Investments
Pennsylvania
$75K – – –
ACM
522
AUA Capital Management
Pennsylvania
$71K – – –
CPIG
523
Chicago Partners Investment Group
Illinois
$66K -$404K -8,524 -86%
OIA
524
OneDigital Investment Advisors
Kansas
$65K +$64.7K +1,364 New
RFS
525
Rockefeller Financial Services
New York
$57K – – –
19 20
21
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