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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Wealthspire Advisors (Maryland)
Maryland
$295K +$105K +1,988 +53%
SWM
502
Sequoia Wealth Management
Illinois
$290K – – –
FLA
503
Financial Life Advisors
Texas
$288K -$258K -4,904 -46%
PA
504
Parallel Advisors
California
$287K -$9.48K -180 -3%
FNBTCON
505
First National Bank & Trust Co of Newtown
Pennsylvania
$287K – – –
BG
506
Bollard Group
Massachusetts
$287K +$843 +16 +0.3%
VNA
507
Valley National Advisers
Pennsylvania
$285K – – –
BA
508
BKS Advisors
Michigan
$283K – – –
MFBTD
509
MB Financial Bank - Trust Department
Illinois
$279K +$47.6K +904 +20%
MGIA
510
Moneta Group Investment Advisors
Missouri
$277K -$44.5K -844 -14%
IC
511
Inverness Counsel
New York
$276K – – –
ST
512
Sageworth Trust
Pennsylvania
$276K – – –
HCM
513
Howland Capital Management
Massachusetts
$271K +$276K +5,244 New
AUB
514
Atlantic Union Bankshares
Virginia
$271K +$277K +5,252 New
OC
515
Oppenheimer & Co
New York
$270K – – –
BEAM
516
Baker Ellis Asset Management
Washington
$269K – – –
DW
517
Domani Wealth
Pennsylvania
$268K -$18.5K -352 -6%
GP
518
Geneva Partners
Wisconsin
$268K – – –
NCM
519
Neumann Capital Management
California
$268K +$274K +5,200 New
GC
520
Garde Capital
Washington
$266K – – –
IP
521
Investment Partners
Ohio
$265K -$89.6K -1,700 -25%
CAN
522
Claraphi Advisory Network
United States
$265K -$56.9K -1,080 -17%
CBOR
523
Community Bank of Raymore
Missouri
$260K – – –
MIM
524
Macroview Investment Management
Maryland
$257K +$62.2K +1,180 +31%
NIM
525
Nicollet Investment Management
Minnesota
$255K +$53.3K +1,012 +26%
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