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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
726
Dover Advisors
Virginia
$431K +$7.37K +101 +2%
NFC
727
Northeast Financial Consultants
Connecticut
$430K – – –
OWP
728
Obermeyer Wealth Partners
Colorado
$427K – – –
HCA
729
Harbour Capital Advisors
Virginia
$427K +$26.9K +369 +6%
ICG
730
InterOcean Capital Group
Tennessee
$427K +$8.9K +122 +2%
OIA
731
Optimum Investment Advisors
Illinois
$427K +$1.39K +19 +0.3%
WP
732
Westmount Partners
California
$426K – – –
HCM
733
Hollencrest Capital Management
California
$424K – – –
FNBTCON
734
First National Bank & Trust Co of Newtown
Pennsylvania
$423K – – –
WIA
735
World Investment Advisors
California
$420K -$17.9K -246 -4%
AFO
736
Arrowroot Family Office
California
$418K – – –
LFG
737
Larson Financial Group
Missouri
$417K – – –
EIA
738
Edgemoor Investment Advisors
Maryland
$413K – – –
DBT
739
Dubuque Bank & Trust
Iowa
$412K – – –
SWM
740
Segment Wealth Management
Texas
$409K – – –
AP
741
Adero Partners
California
$409K – – –
CRG
742
Cornerstone Retirement Group
Nevada
$407K +$429K +5,883 New
LI
743
LMCG Investments
Massachusetts
$407K -$16K -220 -4%
WI
744
Wedgewood Investors
Pennsylvania
$405K -$7.29K -100 -2%
BAMG
745
Brand Asset Management Group
Missouri
$405K – – –
TP
746
Tranquility Partners
Tennessee
$404K +$73.2K +1,004 +21%
SL
747
Salomon & Ludwin
Virginia
$403K – – –
WDG
748
Wealth Dimensions Group
Ohio
$403K +$1.75K +24 +0.4%
MA
749
Montag & Associates
Georgia
$402K – – –
VC
750
Veracity Capital
Georgia
$401K – – –
28 29
30
31 32