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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
526
Financial Advocates Investment Management
Washington
$251K +$4.85K +92 +2%
LRIA
527
Leonard Rickey Investment Advisors
Washington
$250K +$28.5K +540 +13%
FPCP
528
Fort Point Capital Partners
California
$250K +$256K +4,852 New
LFS
529
Lutz Financial Services
Nebraska
$249K +$632 +12 +0.2%
SFA
530
Sequoia Financial Advisors
Ohio
$246K +$18.3K +348 +8%
IWC
531
Integrated Wealth Concepts
Massachusetts
$245K +$256K +4,852 New
HB
532
Homrich & Berg
Georgia
$244K – – –
FHA
533
Flagship Harbor Advisors
Massachusetts
$239K – – –
BBA
534
BLB&B Advisors
Pennsylvania
$238K – – –
JAFL
535
Jay A. Fishman Ltd
Michigan
$237K – – –
WOC
536
West Oak Capital
California
$237K +$242K +4,600 New
PCIA
537
Prime Capital Investment Advisors
Kansas
$237K -$35K -664 -13%
HFP
538
Holistic Financial Partners
Indiana
$237K – – –
RWA
539
RGT Wealth Advisors
Texas
$237K – – –
TNBTD
540
Trustmark National Bank Trust Department
Mississippi
$237K – – –
AWS
541
AJ Wealth Strategies
New York
$235K – – –
LWAC
542
Laurel Wealth Advisors (California)
California
$232K – – –
AWA
543
ARS Wealth Advisors
Florida
$230K +$235K +4,452 New
PWAG
544
Polaris Wealth Advisory Group
California
$225K +$9.28K +176 +4%
WCWM
545
Willow Creek Wealth Management
California
$225K +$229K +4,352 New
GA
546
Geller Advisors
New York
$223K – – –
CIA
547
Capital Investment Advisors
Georgia
$223K +$228K +4,328 New
DC
548
Davenport & Co
Virginia
$222K +$5.27K +100 +2%
LCM
549
Leisure Capital Management
California
$221K – – –
SCA
550
Snowden Capital Advisors
New York
$218K -$30.1K -572 -12%
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