We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
351
Marcum Wealth
Ohio
$1.8M +$1.84M +23,021 New
MBT
352
Montecito Bank & Trust
California
$1.79M +$49.7K +620 +3%
GIA
353
Gladstone Institutional Advisory
Florida
$1.78M +$221K +2,765 +14%
BWM
354
BT Wealth Management
Georgia
$1.75M -$470K -5,872 -21%
ARC
355
Advisor Resource Council
Texas
$1.75M +$732K +9,140 +69%
SSWM
356
Smith Salley Wealth Management
North Carolina
$1.74M – – –
MA
357
MBA Advisors
Pennsylvania
$1.74M -$32.8K -409 -2%
AA
358
Ancora Advisors
Ohio
$1.71M -$40.6K -507 -2%
FPGK
359
Financial Partners Group (Kansas)
Kansas
$1.69M -$13.9K -174 -0.8%
NCG
360
Newport Capital Group
New Jersey
$1.69M -$4.65K -58 -0.3%
KAM
361
Knightsbridge Asset Management
California
$1.69M +$571K +7,131 +49%
CCG
362
Cypress Capital Group
Florida
$1.68M – – –
MG
363
Mather Group
Illinois
$1.65M +$15.8K +197 +0.9%
OLA
364
Oliver Luxxe Assets
New Jersey
$1.65M +$29.2K +364 +2%
TLFA
365
True Link Financial Advisors
California
$1.63M +$1.17M +14,576 +231%
VFA
366
Valeo Financial Advisors
Indiana
$1.63M +$312K +3,894 +23%
HIMC
367
Heritage Investors Management Corp
Maryland
$1.63M – – –
BFO
368
Boston Family Office
Massachusetts
$1.62M – – –
SB
369
Simmons Bank
Arkansas
$1.62M -$14.4K -180 -0.9%
WB
370
Webster Bank
Connecticut
$1.6M -$1.18M -14,692 -42%
WP
371
WealthSource Partners
California
$1.6M +$612K +7,638 +60%
HAFS
372
Hapanowicz & Associates Financial Services
Pennsylvania
$1.59M -$107K -1,333 -6%
MA
373
MONECO Advisors
Connecticut
$1.58M +$634K +7,919 +64%
SWM
374
Southern Wealth Management
Texas
$1.56M -$9.85K -123 -0.6%
FCI
375
Financial Counselors Inc
Kansas
$1.55M -$721 -9 -0%
13 14
15
16 17