We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
551
F.L. Putnam Investment Management
Massachusetts
$336K – – –
EGA
552
E&G Advisors
Texas
$335K – – –
NIM
553
Northeast Investment Management
Massachusetts
$333K – – –
LA
554
Legacy Advisors
Pennsylvania
$330K -$324K -5,904 -50%
AOWM
555
Alpha Omega Wealth Management
Virginia
$327K – – –
MGIA
556
Moneta Group Investment Advisors
Missouri
$326K -$219 -4 -0.1%
BWP
557
Baldwin Wealth Partners
Massachusetts
$325K -$110K -1,998 -26%
CL
558
CPWM LLC
Washington
$321K -$136K -2,474 -30%
WAM
559
Wealthspire Advisors (Maryland)
Maryland
$320K – – –
BG
560
Bollard Group
Massachusetts
$318K +$1.1K +20 +0.4%
IWC
561
Integrated Wealth Concepts
Massachusetts
$315K +$3.57K +65 +1%
JPG
562
Jordan Park Group
California
$314K +$309K +5,629 New
FPCP
563
Fort Point Capital Partners
California
$312K +$307K +5,593 New
FPCG
564
Fort Pitt Capital Group
Pennsylvania
$310K +$45.5K +830 +18%
VNA
565
Valley National Advisers
Pennsylvania
$308K – – –
SS
566
Simplicity Solutions
Minnesota
$307K -$51K -929 -14%
VDI
567
Vaughan David Investments
Illinois
$307K – – –
BEAM
568
Baker Ellis Asset Management
Washington
$306K – – –
MLFP
569
MPS Loria Financial Planners
Illinois
$305K -$11.8K -216 -4%
SKK
570
Shepherd Kaplan Krochuk
Massachusetts
$304K +$384 +7 +0.1%
BSB
571
Bangor Savings Bank
Maine
$303K -$46.7K -852 -14%
PA
572
Parallel Advisors
California
$303K -$7.63K -139 -2%
CIA
573
Capital Investment Advisors
Georgia
$303K +$19.1K +348 +7%
NB
574
Nicolet Bankshares
Wisconsin
$303K +$59K +1,075 +25%
BAMG
575
Brand Asset Management Group
Missouri
$301K – – –
21 22
23
24 25