We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
601
Pine Haven Investment Counsel
Massachusetts
$1.06M – – –
CCG
602
Cypress Capital Group
Florida
$1.05M -$400K -4,625 -29%
IFG
603
Independent Financial Group
California
$1.05M +$34.8K +403 +4%
JWM
604
Jupiter Wealth Management
Colorado
$1.05M – – –
IAS
605
Insigneo Advisory Services
Florida
$1.05M +$114K +1,316 +13%
TFA
606
TPG Financial Advisors
Oregon
$1.04M +$393K +4,551 +67%
MAV
607
Mason & Associates (Virginia)
Virginia
$1.04M -$73.7K -853 -7%
CCWM
608
Cassaday & Co Wealth Management
Virginia
$1.04M – – –
MLA
609
My Legacy Advisors
Oregon
$1.04M +$956K +11,066 New
BEI
610
Benjamin Edwards Inc
Missouri
$1.04M -$220K -2,541 -18%
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$1.04M -$118K -1,366 -11%
BBHC
612
Brown Brothers Harriman & Co
New York
$1.03M +$30.7K +355 +3%
PA
613
Prossimo Advisors
California
$1.02M +$962K +11,142 New
UWM
614
USAdvisors Wealth Management
Minnesota
$1.01M +$2.16K +25 +0.2%
WPW
615
Waldron Private Wealth
Pennsylvania
$1M – – –
CAM
616
Columbia Asset Management
Michigan
$1,000K – – –
LGW
617
Leslie Global Wealth
Illinois
$995K +$31.6K +366 +4%
BHIA
618
Birch Hill Investment Advisors
Massachusetts
$994K -$1.73K -20 -0.2%
CCMG
619
Clark Capital Management Group
Pennsylvania
$992K -$43.7K -506 -4%
BCM
620
Brasada Capital Management
Texas
$985K -$55K -637 -6%
FPAS
621
Focus Partners Advisor Solutions
Missouri
$984K -$75.2K -870 -8%
CCWA
622
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K – – –
FIA
623
Foundations Investment Advisors
Arizona
$982K +$128K +1,476 +16%
HIA
624
Harbor Investment Advisory
Maryland
$982K – – –
PS
625
Pinney & Scofield
Massachusetts
$975K – – –
23 24
25
26 27