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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
701
Blodgett Wealth Advisors
California
$483K – – –
OWP
702
Obermeyer Wealth Partners
Colorado
$482K – – –
FAIM
703
Financial Advocates Investment Management
Washington
$480K -$27.3K -355 -5%
ESB
704
Essex Savings Bank
Connecticut
$480K +$847 +11 +0.2%
SFMG
705
Sage Financial Management Group
Virginia
$478K +$29.1K +378 +7%
FNBTCON
706
First National Bank & Trust Co of Newtown
Pennsylvania
$477K – – –
SWA
707
SOA Wealth Advisors
New York
$477K +$5.93K +77 +1%
NP
708
NorthRock Partners
Minnesota
$473K -$285K -3,709 -38%
WDG
709
Wealth Dimensions Group
Ohio
$472K -$7.85K -102 -2%
LNWTC
710
Laird Norton Wetherby Trust Company
Washington
$471K -$172K -2,234 -27%
TFA
711
Triad Financial Advisors
North Carolina
$471K -$5.54K -72 -1%
KBFS
712
Kohmann Bosshard Financial Services
Ohio
$471K – – –
NW
713
NewEdge Wealth
Pennsylvania
$470K +$12.5K +162 +3%
BAM
714
Barrett Asset Management
New York
$470K +$224K +2,908 +93%
APG
715
Abacus Planning Group
South Carolina
$469K – – –
EGA
716
E&G Advisors
Texas
$468K – – –
HC
717
HNP Capital
New York
$467K -$226K -2,940 -33%
VRM
718
Vectors Research Management
New York
$467K -$226K -2,940 -33%
IWMA
719
Ironwood Wealth Management (Arizona)
Arizona
$467K -$81K -1,052 -15%
EIA
720
Edgemoor Investment Advisors
Maryland
$465K +$87.7K +1,140 +24%
DBT
721
Dubuque Bank & Trust
Iowa
$464K -$148K -1,924 -24%
CIA
722
Capital Investment Advisors
Georgia
$464K +$32.5K +422 +8%
AP
723
Adero Partners
California
$461K – – –
SWM
724
Segment Wealth Management
Texas
$461K – – –
MCM
725
Morton Capital Management
California
$460K – – –
27 28
29
30 31