We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
551
Jordan Park Group
California
$262K -$463K -9,171 -62%
ECM
552
ETrade Capital Management
Virginia
$262K -$9.79K -194 -3%
SWM
553
Sequoia Wealth Management
Illinois
$262K +$252 +5 +0.1%
BG
554
Bollard Group
Massachusetts
$262K +$2.93K +58 +1%
HB
555
Homrich & Berg
Georgia
$260K -$1.01K -20 -0.4%
BPWA
556
Beacon Pointe Wealth Advisors
California
$260K +$282K +5,592 New
MIM
557
Macroview Investment Management
Maryland
$259K -$141K -2,805 -33%
PA
558
Parallel Advisors
California
$258K -$6.25K -124 -2%
FNBTCON
559
First National Bank & Trust Co of Newtown
Pennsylvania
$258K – – –
VNA
560
Valley National Advisers
Pennsylvania
$257K – – –
VDI
561
Vaughan David Investments
Illinois
$256K -$25.2K -500 -8%
BEAM
562
Baker Ellis Asset Management
Washington
$255K – – –
BA
563
BKS Advisors
Michigan
$255K – – –
BBA
564
BLB&B Advisors
Pennsylvania
$254K – – –
BW
565
Bison Wealth
Georgia
$253K -$36.9K -731 -12%
SKK
566
Shepherd Kaplan Krochuk
Massachusetts
$252K -$225K -4,468 -45%
BAMG
567
Brand Asset Management Group
Missouri
$250K – – –
W
568
Wealthquest
Ohio
$249K +$57K +1,130 New
IC
569
Inverness Counsel
New York
$248K – – –
ST
570
Sageworth Trust
Pennsylvania
$248K – – –
MGIA
571
Moneta Group Investment Advisors
Missouri
$245K -$7.31K -145 -3%
SFS
572
Sowell Financial Services
Arkansas
$245K +$266K +5,279 New
AWM
573
AllSquare Wealth Management
New York
$244K – – –
JWA
574
JFS Wealth Advisors
Pennsylvania
$244K – – –
APW
575
Acima Private Wealth
Virginia
$244K +$265K +5,244 New
21 22
23
24 25