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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
751
Arbor Investment Advisors
North Carolina
$320K +$320 +4 +0.1%
BFG
752
Bouchey Financial Group
New York
$316K – – –
CBOR
753
Community Bank of Raymore
Missouri
$316K – – –
CCC
754
Crescent Capital Consulting
Louisiana
$315K +$17.3K +216 +6%
LIM
755
Leavell Investment Management
Alabama
$315K +$98.2K +1,226 +44%
BFO
756
Biltmore Family Office
North Carolina
$313K – – –
LI
757
LVZ Inc
Michigan
$313K – – –
TFA
758
TPG Financial Advisors
Oregon
$313K – – –
ERIM
759
Eagle Ridge Investment Management
Connecticut
$310K +$317K +3,959 New
GGS
760
Galvin Gaustad & Stein
Arizona
$309K -$105K -1,308 -25%
CWM
761
Connecticut Wealth Management
Connecticut
$309K +$641 +8 +0.2%
AI
762
Accredited Investors
Minnesota
$308K – – –
PFA
763
Plotkin Financial Advisors
Maryland
$307K – – –
WS
764
Wedbush Securities
California
$305K +$80 +1 +0%
EB
765
Eastern Bank
Massachusetts
$304K – – –
FFG
766
Frisch Financial Group
New York
$303K +$641 +8 +0.2%
ACM
767
Advisors Capital Management
New Jersey
$296K +$15.1K +188 +5%
PP
768
Palladium Partners
Virginia
$295K +$41.8K +522 +16%
VC
769
Vicus Capital
Pennsylvania
$294K +$160 +2 +0.1%
VBFP
770
Valtinson Bruner Financial Planning
Minnesota
$290K -$1.91M -23,852 -87%
GC
771
Grimes & Company
Massachusetts
$290K +$12.4K +155 +4%
OC
772
Oppenheimer & Co
New York
$289K -$4.41K -55 -1%
CP
773
Covenant Partners
Tennessee
$289K – – –
PMG
774
ProVise Management Group
Florida
$288K -$4.41K -55 -1%
FEG
775
Fund Evaluation Group
Ohio
$288K – – –
29 30
31
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