We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
426
Roundview Capital
New Jersey
$596K – – –
HCIA
427
Hochman Cole Investment Advisors
Illinois
$594K – – –
TFS
428
Thoroughbred Financial Services
Tennessee
$594K +$400K +7,264 +112%
PFC
429
Phocas Financial Corp
California
$592K – – –
LSAG
430
Lake Street Advisors Group
New Hampshire
$582K +$4.57K +83 +0.6%
TFCP
431
Twin Focus Capital Partners
Massachusetts
$580K -$33K -600 -4%
IDA
432
Intelligence Driven Advisers
California
$580K +$739K +13,429 New
CWA
433
Clarus Wealth Advisors
Arizona
$579K -$373K -6,770 -32%
NPT
434
Nixon Peabody Trust
Massachusetts
$573K +$1.38K +25 +0.2%
FAAS
435
First Allied Advisory Services
California
$567K +$15.5K +281 +2%
VRM
436
Vectors Research Management
New York
$560K -$23.8K -432 -3%
GT
437
Greenleaf Trust
Michigan
$558K – – –
WWM
438
Windsor Wealth Management
Indiana
$555K +$50.6K +920 +8%
CNAM
439
Campbell Newman Asset Management
Wisconsin
$554K -$363K -6,604 -34%
TSW
440
Thompson Siegel & Walmsley
Virginia
$554K – – –
MC
441
Mathes Company
New York
$553K – – –
MWP
442
MYCIO Wealth Partners
Pennsylvania
$548K -$13.7M -248,315 -95%
DSN
443
D. Scott Neal
Kentucky
$547K -$15.1M -274,023 -96%
HI
444
Horizon Investments
North Carolina
$547K -$1.51M -27,430 -68%
TF
445
Tompkins Financial
New York
$547K +$81.4K +1,479 +13%
HSA
446
HBK Sorce Advisory
Pennsylvania
$545K +$9.63K +175 +1%
CFFP
447
Center for Financial Planning
Michigan
$545K +$94.4K +1,716 +16%
NFG
448
Next Financial Group
Texas
$545K +$288K +5,238 +71%
PL
449
Parthenon LLC
Kentucky
$543K -$91.6K -1,665 -12%
BFM
450
Broadview Financial Management
Wisconsin
$541K +$3.3K +60 +0.5%
16 17
18
19 20