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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
651
TPG Financial Advisors
Oregon
$253K – – –
CAL
652
Capital Advisors Ltd
Ohio
$253K +$76.7K +1,530 +94%
NB
653
NBT Bank
New York
$252K – – –
CBT
654
Central Bank & Trust
Kentucky
$252K +$62.1K +1,240 +36%
FNBTCON
655
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
FFA
656
Fragasso Financial Advisors
Pennsylvania
$250K +$216K +4,318 New
NWP
657
Northstar Wealth Partners
Connecticut
$249K -$166K -3,307 -42%
LFS
658
Lutz Financial Services
Nebraska
$248K -$4.16K -83 -2%
PCIA
659
Prime Capital Investment Advisors
Kansas
$247K – – –
SCA
660
Stonebridge Capital Advisors
Minnesota
$247K – – –
WOC
661
West Oak Capital
California
$247K – – –
HFP
662
Holistic Financial Partners
Indiana
$247K +$231K +4,600 New
RCM
663
Radnor Capital Management
Pennsylvania
$247K +$231K +4,604 New
RZH
664
Relyea Zuckerberg Hanson
Connecticut
$245K -$67.7K -1,351 -23%
BWM
665
BerganKDV Wealth Management
Minnesota
$245K – – –
EWM
666
Evermay Wealth Management
Virginia
$244K -$95.2K -1,900 -29%
PWM
667
PBMares Wealth Management
Virginia
$244K +$228K +4,553 New
AMCA
668
Arthur M. Cohen & Associates
Illinois
$241K -$102K -2,029 -31%
SB
669
Sunflower Bank
Texas
$241K +$226K +4,513 New
WOSD
670
WFA of San Diego
California
$240K +$197K +3,924 New
AWC
671
Abundance Wealth Counselors
Pennsylvania
$236K +$220K +4,398 New
OL
672
Optas LLC
Texas
$233K +$218K +4,345 New
CP
673
Covenant Partners
Tennessee
$232K – – –
TAM
674
Townsend Asset Management
North Carolina
$231K +$1.3K +26 +0.6%
WCWM
675
Willow Creek Wealth Management
California
$229K +$214K +4,273 New
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