We are live on ! Find out more
IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
551
Hoover Financial Advisors
Pennsylvania
$195K +$179K +2,464 New
PFO
552
Pathstone Family Office
New Jersey
$185K +$145 +2 +0.1%
AWM
553
Avior Wealth Management
Nebraska
$175K +$94.7K +1,306 +144%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K – – –
WB
555
West Bancorporation
Iowa
$172K -$2.61K -36 -2%
TL
556
TrueWealth LLC
Georgia
$170K +$7.25K +100 +5%
BA
557
Ballast Advisors
Minnesota
$164K – – –
BBHC
558
Brown Brothers Harriman & Co
New York
$160K – – –
AIM
559
Arcadia Investment Management
Michigan
$155K – – –
CL
560
Cabana LLC
Arkansas
$151K +$138K +1,904 New
RIM
561
Rockbridge Investment Management
New York
$147K +$134K +1,854 New
LAS
562
Lloyd Advisory Services
Georgia
$144K -$4.35K -60 -3%
HFS
563
HBC Financial Services
Washington
$139K – – –
PO
564
Private Ocean
California
$139K – – –
CF
565
Centaurus Financial
California
$138K -$26.4K -364 -17%
SWM
566
Sugarloaf Wealth Management
Georgia
$132K – – –
1IA
567
1834 Investment Advisors
Wisconsin
$129K – – –
BFEC
568
Benjamin F. Edwards & Company
Missouri
$127K -$6.67K -92 -5%
FCA
569
FinTrust Capital Advisors
South Carolina
$127K +$3.05K +42 +3%
KPCM
570
Kings Point Capital Management
New York
$126K – – –
SCA
571
Stuart Chaussee & Associates
California
$126K +$116K +1,594 New
DSC
572
Duncker Streett & Co
Missouri
$122K – – –
PC
573
Permanens Capital
New York
$119K +$1.89K +26 +2%
EK
574
Evensky & Katz
Florida
$118K +$290 +4 +0.3%
JWM
575
Janiczek Wealth Management
Colorado
$112K +$102K +1,412 New
21 22
23
24 25