We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Madison Asset Management
Wisconsin
$239K +$233K +3,227 New
TF
802
TimeScale Financial
Massachusetts
$237K -$84.5K -1,169 -27%
WJWM
803
Williams Jones Wealth Management
New York
$237K – – –
IF
804
Ironwood Financial
Arizona
$236K +$145 +2 +0.1%
FAM
805
Formidable Asset Management
Ohio
$235K – – –
CMP
806
Courage Miller Partners
Virginia
$235K +$7.45K +103 +3%
TFA
807
Transamerica Financial Advisors
Florida
$234K -$51K -705 -18%
ACM
808
Advisors Capital Management
New Jersey
$234K +$230K +3,177 New
EA
809
Emerald Advisors
Washington
$230K – – –
FBA
810
Front Barnett Associates
Illinois
$228K -$77.3K -1,070 -26%
BHIA
811
Birch Hill Investment Advisors
Massachusetts
$228K – – –
HCP
812
Holt Capital Partners
Texas
$228K – – –
SWA
813
SOA Wealth Advisors
New York
$228K +$13.1K +181 +6%
TNBTD
814
Trustmark National Bank Trust Department
Mississippi
$227K -$20.7K -286 -9%
EWP
815
Engrave Wealth Partners
Texas
$227K -$11K -152 -5%
HB
816
Homrich & Berg
Georgia
$227K -$2.89K -40 -1%
PCM
817
Poehling Capital Management
Wisconsin
$227K – – –
TAM
818
Townsend Asset Management
North Carolina
$227K – – –
WCAMG
819
Woodard & Company Asset Management Group
North Carolina
$227K +$578 +8 +0.3%
ACM
820
AlphaStar Capital Management
North Carolina
$226K – – –
1IA
821
1834 Investment Advisors
Wisconsin
$224K -$6.65K -92 -3%
WCG
822
Weaver Consulting Group
California
$224K – – –
FHC
823
First Heartland Consultants
Missouri
$224K +$219K +3,024 New
SWRP
824
Summit Wealth & Retirement Planning
California
$223K -$20.5K -283 -9%
CPSAC
825
Chas P. Smith & Associates (CPS)
Florida
$223K – – –
31 32
33
34 35