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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
651
Financial Advocates Investment Management
Washington
$433K +$60.9K +843 +17%
SCM
652
Southport Capital Management
Tennessee
$431K +$422K +5,835 New
HW
653
Hancock Whitney
Mississippi
$429K – – –
CL
654
CPWM LLC
Washington
$429K +$289 +4 +0.1%
WAG
655
Winthrop Advisory Group
Massachusetts
$428K +$361 +5 +0.1%
CSPIA
656
Cary Street Partners Investment Advisory
Virginia
$427K -$96.4K -1,334 -19%
BWP
657
Baldwin Wealth Partners
Massachusetts
$427K – – –
AP
658
Adero Partners
California
$424K – – –
RB
659
Renasant Bank
Mississippi
$421K – – –
RA
660
Rodgers & Associates
Pennsylvania
$421K – – –
FFA
661
Founders Financial Alliance
North Carolina
$417K -$26.5K -366 -6%
CSIC
662
Clifford Swan Investment Counsel
California
$410K -$21.5K -298 -5%
CTA
663
Colonial Trust Advisors
South Carolina
$410K +$401K +5,550 New
SWA
664
SFMG Wealth Advisors
Texas
$409K – – –
HFS
665
HBC Financial Services
Washington
$407K +$239K +3,300 +168%
BCI
666
Brinker Capital Investments
Pennsylvania
$406K +$397K +5,497 New
BEAM
667
Baker Ellis Asset Management
Washington
$405K – – –
QAM
668
QCI Asset Management
New York
$405K – – –
MWM
669
Moulton Wealth Management
Washington
$403K +$384K +5,309 New
PAM
670
Palisade Asset Management
Minnesota
$401K +$1.95K +27 +0.5%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$398K -$289 -4 -0.1%
BAMG
672
Brand Asset Management Group
Missouri
$398K – – –
FPCG
673
Fort Pitt Capital Group
Pennsylvania
$397K – – –
DWT
674
Dorsey & Whitney Trust
South Dakota
$395K – – –
IC
675
Inverness Counsel
New York
$395K – – –
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