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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
726
Certified Advisory Corp
Florida
$25K -$27.3K -497 -53%
PCFFS
727
Pacific Center for Financial Services
California
$25K – – –
HGWM
728
Harvest Group Wealth Management
Massachusetts
$25K +$7.02K +128 +40%
SIAP
729
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K – – –
AWM
730
AllSquare Wealth Management
New York
$21K -$185K -3,380 -90%
GAM
731
Gemmer Asset Management
California
$21K – – –
BCI
732
Brinker Capital Investments
Pennsylvania
$19K – – –
CICI
733
Capital Investment Counsel Inc
North Carolina
$18K – – –
ONST
734
Old North State Trust
North Carolina
$18K +$55 +1 +0.3%
FPB
735
First PREMIER Bank
South Dakota
$17K – – –
PFSC
736
Peoples Financial Services Corp
Pennsylvania
$17K – – –
BWA
737
Burt Wealth Advisors
Maryland
$17K +$16.4K +299 New
HCC
738
Hirtle Callaghan & Co
Pennsylvania
$16K – – –
SAM
739
Shamrock Asset Management
Texas
$16K +$55 +1 +0.4%
SBA
740
Secrest Blakey & Associates
North Carolina
$15K – – –
IFAM
741
Institutional & Family Asset Management
Colorado
$14K – – –
BCA
742
Bray Capital Advisors
Florida
$13K -$12.9K -236 -50%
WIM
743
Westside Investment Management
California
$12K +$12.5K +228 New
MRCM
744
M&R Capital Management
New Jersey
$11K – – –
FM
745
Family Management
New York
$11K +$11K +200 New
RFWA
746
RPg Family Wealth Advisory
Massachusetts
$10.5K – – –
JCM
747
Jacobi Capital Management
Pennsylvania
$10K +$9.38K +171 New
GI
748
Gradient Investments
Minnesota
$9K – – –
FCA
749
FinTrust Capital Advisors
South Carolina
$8K – – –
NPP
750
New Potomac Partners
Maryland
$8K – – –
28 29
30
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