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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
576
Next Financial Group
Texas
$369K -$194K -3,407 -35%
SFS
577
Sowell Financial Services
Arkansas
$369K -$14.8K -260 -4%
PTC
578
Philadelphia Trust Company
Pennsylvania
$366K – – –
WWM
579
Western Wealth Management
Colorado
$366K – – –
HCM
580
Howland Capital Management
Massachusetts
$365K +$362K +6,355 New
FNT
581
First Nebraska Trust
Nebraska
$360K – – –
MCA
582
Mercer Capital Advisers
New Jersey
$359K – – –
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$357K +$33.2K +583 +10%
NFC
584
Northeast Financial Consultants
Connecticut
$356K -$29.6K -520 -8%
BSB
585
Bangor Savings Bank
Maine
$356K – – –
EE
586
EWG Elevate
California
$356K – – –
CBN
587
Cadence Bank NA
Texas
$353K – – –
BWP
588
Bernardo Wealth Planning
Pennsylvania
$350K -$25.2K -443 -7%
CCM
589
Colorado Capital Management
Colorado
$349K – – –
IWC
590
Integrated Wealth Concepts
Massachusetts
$347K +$6.49K +114 +2%
KBFS
591
Kohmann Bosshard Financial Services
Ohio
$346K – – –
EGA
592
E&G Advisors
Texas
$344K – – –
FFA
593
Founders Financial Alliance
North Carolina
$344K +$333K +5,858 New
FPB
594
First PREMIER Bank
South Dakota
$343K – – –
WAG
595
Winthrop Advisory Group
Massachusetts
$342K -$29.1K -512 -8%
BW
596
Bison Wealth
Georgia
$340K +$14.7K +259 +5%
SWM
597
Segment Wealth Management
Texas
$339K -$127K -2,234 -27%
OFS
598
Orrstown Financial Services
Pennsylvania
$336K -$9.56K -168 -3%
CSIC
599
Clifford Swan Investment Counsel
California
$335K +$55K +967 +20%
LA
600
Legacy Advisors
Pennsylvania
$333K – – –
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