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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
701
Regal Investment Advisors
Michigan
$473K +$450K +6,474 New
BHWM
702
Bar Harbor Wealth Management
New Hampshire
$470K – – –
SCP
703
Syntal Capital Partners
Texas
$470K +$12.4K +178 +3%
CL
704
CIM LLC
New York
$470K -$135K -1,934 -23%
SEIA
705
Signature Estate & Investment Advisors
California
$469K +$123K +1,774 +38%
ANBT
706
American National Bank & Trust
Texas
$469K – – –
SCA
707
Sandy Cove Advisors
Massachusetts
$466K +$444K +6,381 New
FWIA
708
Fort Washington Investment Advisors
Ohio
$465K – – –
EW
709
Enzi Wealth
Texas
$461K -$174K -2,508 -29%
WIA
710
World Investment Advisors
California
$459K -$2.09K -30 -0.5%
HI
711
Harbour Investments
Wisconsin
$459K +$7.23K +104 +2%
FNT
712
First Nebraska Trust
Nebraska
$459K – – –
BSB
713
Bangor Savings Bank
Maine
$458K – – –
AA
714
Alesco Advisors
New York
$457K -$10.4K -150 -2%
TFM
715
TFC Financial Management
Massachusetts
$457K – – –
ESB
716
Essex Savings Bank
Connecticut
$457K -$137K -1,971 -24%
FA
717
Fermata Advisors
California
$456K +$34.6K +498 +9%
NFC
718
Northeast Financial Consultants
Connecticut
$453K – – –
RFA
719
Register Financial Advisors
Georgia
$452K +$696 +10 +0.2%
OWP
720
Obermeyer Wealth Partners
Colorado
$451K – – –
WP
721
Westmount Partners
California
$450K – – –
OIA
722
Optimum Investment Advisors
Illinois
$449K +$10.6K +152 +3%
HCM
723
Hollencrest Capital Management
California
$447K – – –
FNBTCON
724
First National Bank & Trust Co of Newtown
Pennsylvania
$447K – – –
DA
725
Dover Advisors
Virginia
$445K -$66.2K -951 -13%
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29
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