We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
651
Shepherd Financial Partners
Massachusetts
$561K -$87.8K -1,243 -13%
BWP
652
Baldwin Wealth Partners
Massachusetts
$560K – – –
BBA
653
BLB&B Advisors
Pennsylvania
$560K +$2.12K +30 +0.4%
RPGK
654
Retirement Planning Group (Kansas)
Kansas
$559K +$282 +4 +0.1%
WCM
655
Windsor Capital Management
Arizona
$556K +$141 +2 +0%
BFM
656
Broadview Financial Management
Wisconsin
$555K +$2.05K +29 +0.4%
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$554K +$8.97K +127 +2%
HW
658
Hancock Whitney
Mississippi
$553K -$35.9K -508 -6%
MLL
659
Moody Lynn & Lieberson
Massachusetts
$553K – – –
FTWA
660
Fifth Third Wealth Advisors
Ohio
$549K +$3.16M +44,713 New
OSNBOA
661
Old Second National Bank of Aurora
Illinois
$544K – – –
FA
662
Fiducient Advisors
Illinois
$543K -$82.1K -1,163 -13%
CT
663
Caldwell Trust
Florida
$543K +$102K +1,449 +23%
DSN
664
D. Scott Neal
Kentucky
$542K – – –
BFW
665
Brady Family Wealth
Missouri
$542K +$1.55K +22 +0.3%
BA
666
Ballew Advisors
Mississippi
$540K -$35.5K -503 -6%
BCM
667
Buckhead Capital Management
Georgia
$538K – – –
SIAS
668
Summit Investment Advisory Services
Minnesota
$535K +$141 +2 +0%
CPSAC
669
Chas P. Smith & Associates (CPS)
Florida
$532K -$44.8K -635 -8%
PWLP
670
Prio Wealth Limited Partnership
Massachusetts
$530K – – –
CFGS
671
Concourse Financial Group Securities
Alabama
$523K -$1.07M -15,153 -67%
KBFS
672
Kohmann Bosshard Financial Services
Ohio
$520K – – –
KCM
673
Kanawha Capital Management
Virginia
$519K – – –
IA
674
IFP Advisors
Florida
$518K -$264K -3,736 -61%
OCM
675
Objective Capital Management
Ohio
$516K +$353 +5 +0.1%
25 26
27
28 29