We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$749K -$65.7K -800 -8%
5L
577
55I LLC
Massachusetts
$747K -$775K -9,441 -51%
BFA
578
Bill Few Associates
Pennsylvania
$746K +$738K +8,986 New
DIA
579
Dana Investment Advisors
Wisconsin
$741K -$20.6K -251 -3%
HC
580
HNP Capital
New York
$741K – – –
VRM
581
Vectors Research Management
New York
$741K – – –
LWM
582
Laidlaw Wealth Management
New York
$739K +$731K +8,904 New
AWA
583
Amplius Wealth Advisors
Pennsylvania
$726K +$718K +8,749 New
CT
584
Caldwell Trust
Florida
$721K +$8.21K +100 +1%
CCFM
585
Clear Creek Financial Management
Washington
$718K -$10.3K -125 -1%
BMCM
586
Bryn Mawr Capital Management
Pennsylvania
$717K – – –
MCM
587
MV Capital Management
Maryland
$717K +$3.37K +41 +0.5%
WCM
588
Windsor Capital Management
Arizona
$712K +$82 +1 +0%
NPT
589
Nixon Peabody Trust
Massachusetts
$708K +$16.4K +200 +2%
ACA
590
Aptus Capital Advisors
Alabama
$707K – – –
PGIM
591
Pacific Global Investment Management
California
$706K – – –
AWA
592
Arete Wealth Advisors
Illinois
$706K +$5.42K +66 +0.8%
FAT
593
First American Trust
California
$705K +$23.1K +282 +3%
RCA
594
Resonant Capital Advisors
Wisconsin
$704K +$28.2K +343 +4%
CWM
595
Chemistry Wealth Management
New York
$702K +$694K +8,456 New
NLP
596
Next Level Private
New York
$702K +$694K +8,456 New
LP
597
LGL Partners
Pennsylvania
$700K +$2.22K +27 +0.3%
BCI
598
Brinker Capital Investments
Pennsylvania
$693K +$237K +2,892 +53%
BWA
599
BlueSky Wealth Advisors
North Carolina
$692K – – –
VFA
600
Values First Advisors
Tennessee
$688K +$681K +8,294 New
22 23
24
25 26