We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
601
Baldwin Wealth Partners
Massachusetts
$332K – – –
CL
602
CPWM LLC
Washington
$332K +$285 +5 +0.1%
BFA
603
Bragg Financial Advisors
North Carolina
$331K -$93.4K -1,640 -22%
BG
604
Bollard Group
Massachusetts
$331K +$455 +8 +0.1%
HW
605
Hancock Whitney
Mississippi
$330K – – –
AP
606
Adero Partners
California
$329K – – –
BAM
607
Barrett Asset Management
New York
$328K – – –
CWM
608
Cordatus Wealth Management
Pennsylvania
$321K -$46.3K -814 -13%
SWA
609
SFMG Wealth Advisors
Texas
$317K – – –
SWRP
610
Summit Wealth & Retirement Planning
California
$316K -$3.45M -60,555 -92%
VDI
611
Vaughan David Investments
Illinois
$316K – – –
BEAM
612
Baker Ellis Asset Management
Washington
$314K – – –
BRWA
613
B. Riley Wealth Advisors
Florida
$314K +$78.3K +1,376 +33%
FLA
614
Financial Life Advisors
Texas
$314K +$312K +5,484 New
FHA
615
Flagship Harbor Advisors
Massachusetts
$312K -$10.9K -192 -3%
KCPG
616
Kavar Capital Partners Group
Kansas
$311K -$16.3K -287 -5%
PAM
617
Palisade Asset Management
Minnesota
$310K – – –
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$309K -$86.1K -1,512 -22%
BAMG
619
Brand Asset Management Group
Missouri
$309K – – –
TFA
620
Transamerica Financial Advisors
Florida
$308K -$12.8M -224,597 -98%
MA
621
MONECO Advisors
Connecticut
$307K -$12.4K -218 -4%
IC
622
Inverness Counsel
New York
$306K – – –
LI
623
LVZ Inc
Michigan
$304K -$618K -10,863 -67%
TI
624
tru Independence
Oregon
$304K +$302K +5,304 New
SFSG
625
Stearns Financial Services Group
North Carolina
$303K +$224K +3,931 +291%
23 24
25
26 27