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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
551
Allworth Financial
California
$324K +$14.9K +270 +4%
IAIM
552
International Assets Investment Management
Florida
$324K +$413K +7,512 New
SCI
553
S&CO Inc
Massachusetts
$322K – – –
PA
554
Parallel Advisors
California
$321K +$144K +2,613 +54%
NA
555
NewEdge Advisors
Louisiana
$319K -$238K -4,331 -37%
LDB
556
Lee, Danner & Bass
Tennessee
$318K -$275 -5 -0.1%
ZIM
557
Zacks Investment Management
Illinois
$314K -$2.68M -48,771 -87%
FPS
558
Fieldpoint Private Securities
Connecticut
$314K +$400K +7,273 New
AWM
559
Altavista Wealth Management
North Carolina
$311K – – –
WPW
560
Waldron Private Wealth
Pennsylvania
$309K – – –
OIA
561
OneDigital Investment Advisors
Kansas
$306K -$26.7K -485 -6%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$305K +$233K +4,234 +150%
BFC
563
Bedel Financial Consulting
Indiana
$304K +$12.4K +226 +3%
ESB
564
Essex Savings Bank
Connecticut
$304K +$74.7K +1,358 +24%
NCM
565
Narwhal Capital Management
Georgia
$301K +$9.14K +166 +2%
BFA
566
Bragg Financial Advisors
North Carolina
$299K +$109K +1,984 +40%
NEPPG
567
New England Professional Planning Group
Rhode Island
$297K +$341K +6,188 New
FPCP
568
Fort Point Capital Partners
California
$296K – – –
FAM
569
Flaharty Asset Management
Florida
$295K -$101K -1,840 -21%
FFBTD
570
First Financial Bank - Trust Division
Ohio
$289K -$30.2K -548 -8%
SFS
571
Sowell Financial Services
Arkansas
$288K -$18.5K -337 -5%
MWM
572
Meridian Wealth Management
Kentucky
$283K -$119K -2,154 -25%
IFG
573
Independent Financial Group
California
$282K +$360K +6,535 New
MCM
574
Maryland Capital Management
Maryland
$282K -$7.71K -140 -2%
EE
575
EWG Elevate
California
$281K -$242K -4,396 -40%
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