We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SkyOak Wealth
Michigan
$233K -$25K -393 -10%
TIM
752
Tortoise Investment Management
New York
$233K – – –
SB
753
Strategic Blueprint
Georgia
$232K +$215K +3,378 New
BF
754
Blankinship & Foster
California
$232K +$215K +3,383 New
TNBTD
755
Trustmark National Bank Trust Department
Mississippi
$230K +$214K +3,356 New
EWP
756
Engrave Wealth Partners
Texas
$229K -$41K -644 -17%
M
757
MOTCO
Texas
$229K +$63.6K +998 +43%
MWM
758
McNaughton Wealth Management
California
$229K +$213K +3,337 New
LIA
759
LBMC Investment Advisors
Tennessee
$228K +$212K +3,328 New
NPF
760
Norris Perne & French
Michigan
$227K +$211K +3,308 New
FCH
761
Freestone Capital Holdings
Washington
$226K – – –
SWRP
762
Summit Wealth & Retirement Planning
California
$226K -$141K -2,206 -40%
JIC
763
Joel Isaacson & Co
New York
$225K +$209K +3,281 New
PCIA
764
Prime Capital Investment Advisors
Kansas
$223K -$86K -1,350 -29%
PP
765
Palladium Partners
Virginia
$223K +$207K +3,248 New
HWM
766
HighMark Wealth Management
Minnesota
$221K +$255 +4 +0.1%
CBFP
767
Cedar Brook Financial Partners
Ohio
$221K +$205K +3,224 New
WW
768
Waterfront Wealth
Kansas
$221K +$205K +3,224 New
SB
769
Sunflower Bank
Texas
$221K +$206K +3,228 New
AIM
770
Aspen Investment Management
Michigan
$221K +$206K +3,230 New
IF
771
Ironwood Financial
Arizona
$219K +$127 +2 +0.1%
WJWM
772
Williams Jones Wealth Management
New York
$219K +$204K +3,200 New
NB
773
Nicolet Bankshares
Wisconsin
$218K +$203K +3,181 New
ACM
774
AlphaStar Capital Management
North Carolina
$217K +$195K +3,062 New
TA
775
TFG Advisers
Michigan
$216K +$202K +3,164 New
29 30
31
32 33