We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
Manchester Capital Management
Vermont
$281K +$34.7K +504 +13%
MWM
802
McNaughton Wealth Management
California
$280K +$22.3K +324 +8%
FLA
803
Financial Life Advisors
Texas
$279K -$206 -3 -0.1%
MOACM
804
Mutual of America Capital Management
New York
$277K – – –
AWM
805
Angeles Wealth Management
California
$276K – – –
CB
806
Cadence Bank
Mississippi
$276K +$306K +4,445 New
AF
807
Advisornet Financial
Minnesota
$274K -$26.8K -390 -8%
GJIC
808
Gamble Jones Investment Counsel
California
$274K – – –
PL
809
Plancorp LLC
Missouri
$272K -$1.93K -28 -0.6%
FPFS
810
First Personal Financial Services
North Carolina
$272K – – –
RBC
811
Romano Brothers & Co
Illinois
$272K +$301K +4,374 New
OL
812
Optas LLC
Texas
$270K – – –
APP
813
Avantax Planning Partners
Iowa
$270K +$36.5K +531 +14%
PFC
814
Phocas Financial Corp
California
$269K +$41.3K +600 +16%
FAM
815
Flaharty Asset Management
Florida
$268K -$61.9K -900 -17%
MOS
816
MGO One Seven
Ohio
$268K +$298K +4,326 New
LFS
817
Lutz Financial Services
Nebraska
$266K – – –
WCWM
818
Willow Creek Wealth Management
California
$266K – – –
SB
819
Strategic Blueprint
Georgia
$265K -$15.2K -221 -5%
MCM
820
Maryland Capital Management
Maryland
$265K – – –
TC
821
Trust Company
Kansas
$265K +$3.58K +52 +1%
APW
822
Acima Private Wealth
Virginia
$264K – – –
TCOV
823
Trust Company of Vermont
Vermont
$263K – – –
GSIS
824
Global Strategic Investment Solutions
Arizona
$263K +$291K +4,226 New
VWM
825
Venturi Wealth Management
Texas
$261K -$21.5K -312 -7%
31 32
33
34 35