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iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.74M -$9.5M -134,541 -62%
DT
202
Daniels + Tansey
Delaware
$5.67M -$15.5K -220 -0.3%
TWM
203
Tolleson Wealth Management
Texas
$5.61M -$49K -694 -0.9%
KAM
204
Knightsbridge Asset Management
California
$5.6M +$867K +12,283 +18%
VIA
205
Vantagepoint Investment Advisers
District of Columbia
$5.54M – – –
WSFS
206
Wilmington Savings Fund Society
Delaware
$5.32M -$74.4K -1,054 -1%
SWA
207
Sutton Wealth Advisors
Florida
$5.32M +$193K +2,733 +4%
SBH
208
Segall Bryant & Hamill
Illinois
$5.29M +$78.4K +1,110 +1%
OGF
209
Orin Green Financial
California
$5.24M -$61K -864 -1%
AFG
210
ABLE Financial Group
Arizona
$5.22M +$5.27M +74,669 New
TMWM
211
Taylor & Morgan Wealth Management
Michigan
$5.17M +$566K +8,023 +12%
TBWA
212
Three Bridge Wealth Advisors
California
$5.1M +$321K +4,547 +7%
FNBT
213
FineMark National Bank & Trust
Florida
$5.08M -$140K -1,986 -3%
LFAS
214
Level Four Advisory Services
Texas
$5.06M +$29.5K +418 +0.6%
CCA
215
Conservest Capital Advisors
Pennsylvania
$5.04M +$63.2K +895 +1%
CAM
216
Carret Asset Management
New York
$4.94M -$21.7K -307 -0.4%
TTWM
217
TCV Trust & Wealth Management
Virginia
$4.94M -$102K -1,442 -2%
DT
218
Diversified Trust
Tennessee
$4.85M +$284K +4,025 +6%
TFCP
219
Twin Focus Capital Partners
Massachusetts
$4.79M -$35.3K -500 -0.7%
TLA
220
Tanglewood Legacy Advisors
Texas
$4.78M -$192K -2,714 -4%
CHC
221
City Holding Co
West Virginia
$4.61M +$234K +3,319 +5%
CWM
222
Chesapeake Wealth Management
Virginia
$4.58M -$69.7K -987 -1%
CWM
223
Cahaba Wealth Management
Georgia
$4.56M -$222K -3,141 -5%
SFG
224
Sunburst Financial Group
Alabama
$4.56M -$13.8K -196 -0.3%
GT
225
Greenleaf Trust
Michigan
$4.51M -$214K -3,027 -4%
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