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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
526
Moulton Wealth Management
Washington
$1.38M +$1.42M +15,663 New
WFA
527
WestHill Financial Advisors
California
$1.38M +$1.36K +15 +0.1%
UF
528
Univest Financial
Pennsylvania
$1.37M -$302K -3,330 -18%
MWA
529
Midland Wealth Advisors
Illinois
$1.37M +$108K +1,189 +8%
KBFS
530
Kohmann Bosshard Financial Services
Ohio
$1.37M +$28.1K +310 +2%
FA
531
Fiducient Advisors
Illinois
$1.37M +$3.09K +34 +0.2%
NC
532
Napatree Capital
Rhode Island
$1.36M +$319K +3,510 +30%
TSS
533
Two Sigma Securities
New York
$1.35M +$18.4K +203 +1%
WPA
534
West Paces Advisors
Georgia
$1.35M – – –
SW
535
SlateStone Wealth
Florida
$1.35M -$23.4K -258 -2%
LWM
536
Luminvest Wealth Management
Arizona
$1.33M -$91 -1 -0%
BCA
537
Bay Colony Advisors
Massachusetts
$1.33M +$4.54K +50 +0.3%
MA
538
MONECO Advisors
Connecticut
$1.32M +$54.1K +596 +4%
CSP
539
Cary Street Partners
Virginia
$1.32M +$1.35M +14,925 New
TWC
540
TD Waterhouse Canada
Ontario, Canada
$1.32M -$335K -3,686 -20%
MBT
541
Montecito Bank & Trust
California
$1.31M -$21.5K -237 -2%
EAM
542
Empirical Asset Management
Massachusetts
$1.31M +$36.3K +400 +3%
RFW
543
Rainier Family Wealth
Washington
$1.3M +$1.33M +14,662 New
OC
544
Oppenheimer & Co
New York
$1.29M +$30K +331 +2%
MF
545
Montis Financial
Massachusetts
$1.29M +$1.33M +14,605 New
KC
546
Knuff & Co
California
$1.28M +$1.31M +14,461 New
PAS
547
Park Avenue Securities
New York
$1.27M +$568K +6,255 +77%
BFA
548
Bill Few Associates
Pennsylvania
$1.26M – – –
OSAM
549
O'Shaughnessy Asset Management
Connecticut
$1.26M +$355K +3,913 +38%
CIA
550
Choate Investment Advisors
Massachusetts
$1.26M +$8.44K +93 +0.7%
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