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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
826
Gould Asset Management
California
– -$1.4M -23,482 Closed
HF
827
HRT Financial
New York
– -$1.36M -22,887 Closed
JWCA
828
J.W. Cole Advisors
Florida
– -$1.11M -18,627 Closed
SXL
829
Summit X LLC
Missouri
– -$941K -15,713 Closed
HCM
830
Hilton Capital Management
New York
– -$912K -15,300 Closed
SCP
831
Seizert Capital Partners
Michigan
– -$856K -14,350 Closed
PLU
832
Performa Ltd (US)
South Carolina
– -$675K -11,322 Closed
MOACM
833
Mutual of America Capital Management
New York
– -$604K -10,132 Closed
BC
834
Brinker Capital
Pennsylvania
– -$600K -10,058 Closed
CAG
835
Crestwood Advisors Group
Massachusetts
– -$570K -9,558 Closed
LFA
836
Legacy Financial Advisors
Kentucky
– -$545K -9,136 Closed
SC
837
Schoolcraft Capital
Colorado
– -$527K -8,832 Closed
PCA
838
Personal Capital Advisors
California
– -$502K -8,428 Closed
MCM
839
Maple Capital Management
Vermont
– -$477K -8,000 Closed
MFG
840
Magnus Financial Group
New York
– -$475K -7,961 Closed
PAG
841
Pinnacle Advisory Group
Maryland
– -$473K -7,936 Closed
TI
842
Truepoint Inc
Ohio
– -$459K -7,692 Closed
TI
843
tru Independence
Oregon
– -$293K -6,784 Closed
FCH
844
Freestone Capital Holdings
Washington
– -$402K -6,744 Closed
FLA
845
Financial Life Advisors
Texas
– -$387K -6,495 Closed
AI
846
Atria Investments
North Carolina
– -$361K -6,059 Closed
NB
847
Nicolet Bankshares
Wisconsin
– -$325K -5,459 Closed
ST
848
Sageworth Trust
Pennsylvania
– -$318K -5,337 Closed
SW
849
SkyOak Wealth
Michigan
– -$295K -4,940 Closed
OWM
850
Orgel Wealth Management
Wisconsin
– -$294K -4,927 Closed
32 33
34
35 36