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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
726
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K -$28K -540 -57%
IWP
727
Icon Wealth Partners
Texas
$22K +$20.7K +400 New
ZB
728
Zions Bancorporation
Utah
$21K +$20.1K +388 New
GAM
729
Gemmer Asset Management
California
$20K – – –
TA
730
TCG Advisors
Texas
$20K +$18.8K +362 New
AA
731
Advisory Alpha
Michigan
$19.7K +$18.6K +360 New
BCI
732
Brinker Capital Investments
Pennsylvania
$19K – – –
1NWS
733
1 North Wealth Services
Maryland
$17K – – –
ONST
734
Old North State Trust
North Carolina
$17K – – –
CICI
735
Capital Investment Counsel Inc
North Carolina
$17K +$16.4K +316 New
HGWM
736
Harvest Group Wealth Management
Massachusetts
$17K +$16.8K +324 New
PFSC
737
Peoples Financial Services Corp
Pennsylvania
$16K -$5.18K -100 -25%
FPB
738
First PREMIER Bank
South Dakota
$16K – – –
HCC
739
Hirtle Callaghan & Co
Pennsylvania
$15K – – –
SAM
740
Shamrock Asset Management
Texas
$15K +$52 +1 +0.4%
IFAM
741
Institutional & Family Asset Management
Colorado
$14K – – –
SBA
742
Secrest Blakey & Associates
North Carolina
$14K +$13.9K +268 New
MRCM
743
M&R Capital Management
New Jersey
$11K – – –
ST
744
Somerset Trust
Pennsylvania
$11K +$10.4K +200 New
RFWA
745
RPg Family Wealth Advisory
Massachusetts
$10.1K +$9.74K +188 New
GI
746
Gradient Investments
Minnesota
$9K -$5.18K -100 -38%
NPP
747
New Potomac Partners
Maryland
$8K -$7.77K -150 -50%
SA
748
SRH Advisors
Kansas
$8K – – –
FCA
749
FinTrust Capital Advisors
South Carolina
$7K – – –
CCM
750
Cribstone Capital Management
Maine
$5K -$3.73K -72 -42%
28 29
30
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