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
JWM
851
Janiczek Wealth Management
Colorado
$141K – – –
AIA
852
Arcadia Investment Advisors
Idaho
$136K -$9.67K -88 -7%
OC
853
Oakworth Capital
Alabama
$135K -$110K -999 -45%
BA
854
Ballast Advisors
Minnesota
$133K +$1.87K +17 +1%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$129K -$6.92K -63 -5%
TCA
856
Trifecta Capital Advisors
Illinois
$126K – – –
PWMA
857
Pension & Wealth Management Advisors
Massachusetts
$126K +$110 +1 +0.1%
AEPWM
858
Atlantic Edge Private Wealth Management
Florida
$126K – – –
BWL
859
Bogart Wealth LLC
Virginia
$125K – – –
PWMG
860
Private Wealth Management Group
New Jersey
$123K +$123K +1,117 New
BFS
861
Bare Financial Services
Pennsylvania
$122K -$879 -8 -0.7%
BFO
862
Biltmore Family Office
North Carolina
$121K – – –
USB
863
Union Savings Bank
Connecticut
$120K – – –
DP
864
Denver PWM
Colorado
$116K +$115K +1,048 New
SL
865
Salomon & Ludwin
Virginia
$116K -$23.3K -212 -17%
SWP
866
SIMA Wealth Partners
Virginia
$113K +$113K +1,026 New
TC
867
Trust Company
Kansas
$112K – – –
WTA
868
Washington Trust Advisors
Massachusetts
$111K +$33.7K +307 +44%
EWM
869
Evermay Wealth Management
Virginia
$110K – – –
GWSG
870
GPS Wealth Strategies Group
Colorado
$106K +$7.47K +68 +8%
WT
871
Washington Trust
Rhode Island
$105K – – –
MCM
872
MidAtlantic Capital Management
Virginia
$101K – – –
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$99.9K -$165K -1,500 -62%
MPCG
874
Matrix Private Capital Group
New York
$99.3K – – –
RAM
875
Ramirez Asset Management
New York
$99.3K – – –
33 34
35
36 37