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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
626
Neumann Capital Management
California
$501K -$3.02K -39 -0.6%
TLFA
627
True Link Financial Advisors
California
$500K -$156K -2,011 -24%
JFA
628
JNBA Financial Advisors
Minnesota
$500K – – –
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$498K +$38.9K +501 +9%
FNT
630
First Nebraska Trust
Nebraska
$498K – – –
FAIM
631
Financial Advocates Investment Management
Washington
$497K +$32.8K +423 +7%
MCA
632
Mercer Capital Advisers
New Jersey
$496K – – –
NFC
633
Northeast Financial Consultants
Connecticut
$492K – – –
OWP
634
Obermeyer Wealth Partners
Colorado
$489K -$68K -876 -12%
TK
635
TIAA Kaspick
Massachusetts
$489K +$479K +6,169 New
SFMG
636
Sage Financial Management Group
Virginia
$485K -$3.88K -50 -0.8%
CIAS
637
CFS Investment Advisory Services
New Jersey
$485K +$475K +6,123 New
BA
638
Bridgewater Advisors
New York
$484K -$19.2K -248 -4%
HCM
639
Howland Capital Management
Massachusetts
$483K – – –
SFG
640
StrategIQ Financial Group
Indiana
$483K – – –
GF
641
Gries Financial
Ohio
$482K – – –
CCM
642
Colorado Capital Management
Colorado
$481K – – –
ESB
643
Essex Savings Bank
Connecticut
$481K – – –
CA
644
Calton & Associates
Florida
$479K -$163K -2,100 -26%
BAM
645
Barrett Asset Management
New York
$478K – – –
KBFS
646
Kohmann Bosshard Financial Services
Ohio
$478K – – –
GSWM
647
Golden State Wealth Management
California
$478K +$468K +6,037 New
FWM
648
Frontier Wealth Management
Missouri
$477K +$1.47K +19 +0.3%
BWP
649
Bernardo Wealth Planning
Pennsylvania
$476K +$54.4K +701 +13%
ICG
650
InterOcean Capital Group
Tennessee
$476K +$466K +6,008 New
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