We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
601
Ameritas Advisory Services
Nebraska
$676K -$165K -2,375 -20%
BFA
602
Beacon Financial Advisory
Ohio
$672K +$626 +9 +0.1%
PWMAG
603
Pinnacle Wealth Management Advisory Group
New Jersey
$670K – – –
IAG
604
Investment Advisory Group
Massachusetts
$668K +$70 +1 +0%
BWM
605
Baron Wealth Management
Michigan
$665K +$1.25K +18 +0.2%
BBA
606
BLB&B Advisors
Pennsylvania
$662K +$73.4K +1,055 +13%
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$662K +$103K +1,484 +20%
V
608
ViaWealth
Kansas
$659K – – –
BFA
609
Bill Few Associates
Pennsylvania
$656K – – –
CT
610
Cambridge Trust
Massachusetts
$651K -$45.6K -655 -7%
CBT
611
Central Bank & Trust
Kentucky
$651K -$32.3K -464 -5%
B
612
Bensler
Washington
$651K +$278 +4 +0%
NRG
613
Nemes Rush Group
Michigan
$647K +$617K +8,863 New
BLC
614
Brown, Lisle/Cummings
Rhode Island
$647K -$20.9K -300 -3%
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$646K +$14.2K +204 +2%
RPGK
616
Retirement Planning Group (Kansas)
Kansas
$642K +$56.1K +807 +10%
MCM
617
Mill Capital Management
North Carolina
$642K – – –
GSEP
618
Golden State Equity Partners
California
$640K +$610K +8,767 New
CFFP
619
Center for Financial Planning
Michigan
$638K +$417 +6 +0.1%
ACA
620
Aptus Capital Advisors
Alabama
$636K – – –
GWANC
621
Guardian Wealth Advisors (North Carolina)
North Carolina
$636K – – –
NLP
622
Next Level Private
New York
$635K +$602K +8,650 New
SS
623
Sunbelt Securities
Texas
$631K -$40.6K -583 -6%
LP
624
LGL Partners
Pennsylvania
$629K +$1.53K +22 +0.3%
PGIM
625
Pacific Global Investment Management
California
$621K – – –
23 24
25
26 27