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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
201
Stratos Wealth Partners
Ohio
$3.18M -$56.9K -1,018 -2%
WT
202
Whittier Trust
California
$3.09M +$138K +2,476 +5%
GT
203
Glenmede Trust
Pennsylvania
$2.99M +$1.79K +32 +0.1%
IC
204
Intersect Capital
California
$2.98M +$33.8K +605 +1%
PFM
205
Phillips Financial Management
Indiana
$2.95M -$61.4K -1,098 -2%
BWM
206
BT Wealth Management
Georgia
$2.93M -$6.09K -109 -0.2%
HI
207
Horizon Investments
North Carolina
$2.89M +$104K +1,868 +4%
BCM
208
BTC Capital Management
Iowa
$2.84M – – –
FC
209
FCA Corp
Texas
$2.81M +$107K +1,913 +4%
APA
210
American Portfolios Advisors
New York
$2.78M +$2.91K +52 +0.1%
NEPWA
211
New England Private Wealth Advisors
Massachusetts
$2.73M +$9.95K +178 +0.4%
CFG
212
Citizens Financial Group
Rhode Island
$2.7M +$104K +1,866 +4%
STMM
213
South Texas Money Management
Texas
$2.65M +$9.56K +171 +0.4%
CAM
214
Carret Asset Management
New York
$2.64M +$113K +2,030 +5%
CCA
215
Conservest Capital Advisors
Pennsylvania
$2.63M – – –
CAL
216
Capital Advisors Ltd
Ohio
$2.63M +$1.11M +19,793 +1,211%
NFG
217
Nadler Financial Group
Illinois
$2.56M -$280 -5 -0%
CFGS
218
Concourse Financial Group Securities
Alabama
$2.55M -$909K -16,258 -26%
AL
219
Aspiriant LLC
California
$2.53M -$281K -5,024 -10%
PGFC
220
Peapack-Gladstone Financial Corp
New Jersey
$2.53M -$25.5K -457 -1%
QCG
221
Quadrant Capital Group
Ohio
$2.49M – – –
NAM
222
NTV Asset Management
West Virginia
$2.49M +$177K +3,160 +8%
SWA
223
Sutton Wealth Advisors
Florida
$2.39M -$117K -2,093 -5%
SCM
224
Sterling Capital Management
North Carolina
$2.36M +$727 +13 +0%
CSM
225
CAMG Solamere Management
North Carolina
$2.36M +$56.3K +1,008 +2%
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