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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
601
Laird Norton Wetherby Trust Company
Washington
$686K -$104K -1,270 -13%
RW
602
REDW Wealth
New Mexico
$681K – – –
ST
603
Smithfield Trust
Pennsylvania
$680K -$9.03K -110 -1%
SFWC
604
Strategic Family Wealth Counselors
New Jersey
$680K +$164 +2 +0%
MYIA
605
Mount Yale Investment Advisors
Colorado
$680K +$4.43K +54 +0.7%
AWM
606
Altavista Wealth Management
North Carolina
$677K – – –
CT
607
Columbia Trust
Oregon
$677K – – –
PL
608
Parthenon LLC
Kentucky
$672K -$24.6K -300 -4%
WWM
609
Windsor Wealth Management
Indiana
$671K +$32.8K +400 +5%
VFIC
610
Valley Forge Investment Consultants
Pennsylvania
$668K +$4.35K +53 +0.7%
FFA
611
First Foundation Advisors
California
$668K +$29.5K +360 +5%
CPSC
612
Carl P. Sherr & Co
Massachusetts
$668K +$275K +3,354 +71%
MLL
613
Moody Lynn & Lieberson
Massachusetts
$666K – – –
DWP
614
Destiny Wealth Partners
Florida
$665K +$4.51K +55 +0.7%
TRIA
615
Trail Ridge Investment Advisors
Colorado
$664K +$657K +8,002 New
SHWM
616
Smith & Howard Wealth Management
Georgia
$663K +$96.9K +1,181 +17%
IAG
617
Investment Advisory Group
Massachusetts
$659K +$693K +8,446 New
EFA
618
Evernest Financial Advisors
Indiana
$658K +$686K +8,352 New
DBT
619
Dubuque Bank & Trust
Iowa
$653K -$63.3K -771 -9%
KCM
620
Kanawha Capital Management
Virginia
$653K – – –
CCM
621
Crossvault Capital Management
Texas
$647K -$6.57K -80 -1%
SCI
622
S&CO Inc
Massachusetts
$647K – – –
DSN
623
D. Scott Neal
Kentucky
$646K -$903 -11 -0.1%
BFM
624
Broadview Financial Management
Wisconsin
$646K +$3.04K +37 +0.5%
BA
625
Ballew Advisors
Mississippi
$645K +$328 +4 +0%
23 24
25
26 27