We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$814K +$5.4K +57 +0.7%
BBA
702
BLB&B Advisors
Pennsylvania
$811K – – –
GWS
703
Glassman Wealth Services
Virginia
$811K – – –
IF
704
Ironwood Financial
Arizona
$811K -$118K -1,243 -13%
ATS
705
Ashton Thomas Securities
New York
$810K +$796K +8,393 New
BIM
706
Baldwin Investment Management
Pennsylvania
$807K – – –
SCI
707
S&CO Inc
Massachusetts
$805K – – –
GC
708
Grimes & Company
Massachusetts
$803K +$2.65K +28 +0.3%
IAA
709
Independent Advisor Alliance
North Carolina
$802K +$787K +8,307 New
CW
710
Curio Wealth
Maryland
$801K -$61.7K -651 -7%
BW
711
BIP Wealth
Georgia
$801K -$1.71K -18 -0.2%
MC
712
Moors & Cabot
Massachusetts
$794K +$4.83K +51 +0.6%
SFP
713
Shepherd Financial Partners
Massachusetts
$794K – – –
BFIM
714
Beese Fulmer Investment Management
Ohio
$793K -$50.6K -534 -6%
SSWM
715
Smith Salley Wealth Management
North Carolina
$788K -$63.3K -668 -8%
ESB
716
Essex Savings Bank
Connecticut
$788K -$8.53K -90 -1%
AC
717
AlphaCore Capital
California
$782K -$43.9K -463 -5%
BFA
718
Beaumont Financial Advisors
Massachusetts
$779K – – –
TWA
719
TCI Wealth Advisors
Arizona
$777K -$2.18K -23 -0.3%
DIA
720
Dana Investment Advisors
Wisconsin
$774K -$7.87K -83 -1%
PGAM
721
Princeton Global Asset Management
New Jersey
$769K – – –
MWM
722
Mission Wealth Management
California
$766K -$27.7K -292 -4%
FDCP
723
Foster Dykema Cabot & Partners
Massachusetts
$764K +$13.7K +144 +2%
MLL
724
Moody Lynn & Lieberson
Massachusetts
$763K – – –
WFA
725
Wellspring Financial Advisors
Ohio
$761K – – –
27 28
29
30 31