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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
801
TimeScale Financial
Massachusetts
$237K -$84.5K -1,169 -27%
WJWM
802
Williams Jones Wealth Management
New York
$237K – – –
IF
803
Ironwood Financial
Arizona
$236K +$145 +2 +0.1%
FAM
804
Formidable Asset Management
Ohio
$235K – – –
CMP
805
Courage Miller Partners
Virginia
$235K +$7.45K +103 +3%
TFA
806
Transamerica Financial Advisors
Florida
$234K -$51K -705 -18%
ACM
807
Advisors Capital Management
New Jersey
$234K +$230K +3,177 New
EA
808
Emerald Advisors
Washington
$230K – – –
FBA
809
Front Barnett Associates
Illinois
$228K -$77.3K -1,070 -26%
BHIA
810
Birch Hill Investment Advisors
Massachusetts
$228K – – –
HCP
811
Holt Capital Partners
Texas
$228K – – –
SWA
812
SOA Wealth Advisors
New York
$228K +$13.1K +181 +6%
TNBTD
813
Trustmark National Bank Trust Department
Mississippi
$227K -$20.7K -286 -9%
EWP
814
Engrave Wealth Partners
Texas
$227K -$11K -152 -5%
HB
815
Homrich & Berg
Georgia
$227K -$2.89K -40 -1%
PCM
816
Poehling Capital Management
Wisconsin
$227K – – –
TAM
817
Townsend Asset Management
North Carolina
$227K – – –
WCAMG
818
Woodard & Company Asset Management Group
North Carolina
$227K +$578 +8 +0.3%
ACM
819
AlphaStar Capital Management
North Carolina
$226K – – –
1IA
820
1834 Investment Advisors
Wisconsin
$224K -$6.65K -92 -3%
WCG
821
Weaver Consulting Group
California
$224K – – –
FHC
822
First Heartland Consultants
Missouri
$224K +$219K +3,024 New
SWRP
823
Summit Wealth & Retirement Planning
California
$223K -$20.5K -283 -9%
CPSAC
824
Chas P. Smith & Associates (CPS)
Florida
$223K – – –
EB
825
Eastern Bank
Massachusetts
$223K – – –
31 32
33
34 35