We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
626
Forum Private Client Group
Indiana
$762K -$227K -2,859 -24%
SWM
627
Selective Wealth Management
Virginia
$762K +$737K +9,299 New
TCOTS
628
Trust Company of the South
North Carolina
$761K – – –
MOACM
629
Mutual of America Capital Management
New York
$760K +$47.1K +595 +7%
V
630
ViaWealth
Kansas
$758K – – –
GWANC
631
Guardian Wealth Advisors (North Carolina)
North Carolina
$754K +$17.4K +220 +3%
B
632
Bensler
Washington
$754K +$4.91K +62 +0.7%
GRP
633
Global Retirement Partners
California
$751K -$15.1K -190 -2%
NRG
634
Nemes Rush Group
Michigan
$745K – – –
RPGK
635
Retirement Planning Group (Kansas)
Kansas
$737K +$317 +4 +0%
MWM
636
Mission Wealth Management
California
$736K +$126K +1,584 +22%
LP
637
LGL Partners
Pennsylvania
$733K +$1.74K +22 +0.3%
SCA
638
Stillwater Capital Advisors
Pennsylvania
$732K +$37.1K +468 +6%
BLC
639
Brown, Lisle/Cummings
Rhode Island
$732K – – –
NLP
640
Next Level Private
New York
$730K +$1.66K +21 +0.2%
PGIM
641
Pacific Global Investment Management
California
$726K -$23.7K -299 -3%
IAG
642
Investment Advisory Group
Massachusetts
$725K -$40.8K -515 -6%
AWM
643
AAF Wealth Management
Massachusetts
$721K -$6.34K -80 -0.9%
PWS
644
Precision Wealth Strategies
Missouri
$718K – – –
BBA
645
BLB&B Advisors
Pennsylvania
$713K – – –
CG
646
Caprock Group
Idaho
$710K +$872 +11 +0.1%
AFO
647
Arrowroot Family Office
California
$710K +$1.74K +22 +0.3%
GWS
648
Glassman Wealth Services
Virginia
$709K -$3.17K -40 -0.5%
CFFP
649
Center for Financial Planning
Michigan
$709K +$10.1K +127 +2%
BFA
650
Bragg Financial Advisors
North Carolina
$707K -$80.1K -1,011 -11%
24 25
26
27 28