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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
551
LGL Partners
Pennsylvania
$618K +$1.59K +22 +0.3%
NPT
552
Nixon Peabody Trust
Massachusetts
$615K -$383K -5,305 -39%
TLFA
553
True Link Financial Advisors
California
$615K – – –
FAT
554
First American Trust
California
$614K -$48.7K -674 -8%
AWA
555
Arete Wealth Advisors
Illinois
$613K +$599K +8,293 New
CCM
556
Crossvault Capital Management
Texas
$612K -$3.98K -55 -0.7%
SWPG
557
Strategic Wealth Partners Group
Illinois
$612K +$20K +276 +3%
IWMA
558
Ironwood Wealth Management (Arizona)
Arizona
$611K -$80.5K -1,113 -12%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$609K – – –
RW
560
REDW Wealth
New Mexico
$607K – – –
DC
561
Davenport & Co
Virginia
$607K +$27.4K +379 +5%
SFWC
562
Strategic Family Wealth Counselors
New Jersey
$605K – – –
CA
563
Calton & Associates
Florida
$602K -$438K -6,066 -43%
BRWA
564
B. Riley Wealth Advisors
Florida
$601K +$295K +4,077 +101%
KCM
565
Kanawha Capital Management
Virginia
$595K -$3.61K -50 -0.6%
BFM
566
Boothbay Fund Management
New York
$595K +$582K +8,045 New
MLL
567
Moody Lynn & Lieberson
Massachusetts
$593K +$580K +8,026 New
CST
568
Charles Schwab Trust
Nevada
$592K – – –
AF
569
Allworth Financial
California
$585K +$6.14K +85 +1%
CT
570
Caldwell Trust
Florida
$583K +$226K +3,128 +66%
MYIA
571
Mount Yale Investment Advisors
Colorado
$581K +$569K +7,865 New
BFM
572
Broadview Financial Management
Wisconsin
$579K -$52.1K -721 -8%
SCI
573
S&CO Inc
Massachusetts
$576K – – –
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$575K – – –
DWP
575
Destiny Wealth Partners
Florida
$573K +$34.6K +479 +7%
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23
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