IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
826
Westmount Partners
California
$485K -$40.3K -452 -7%
SA
827
Sovran Advisors
California
$484K +$24.2K +271 +5%
CCP
828
Clarity Capital Partners
California
$483K -$8.92K -100 -2%
CSC
829
Caldwell Sutter Capital
California
$482K – – –
PAS
830
PKS Advisory Services
New York
$482K -$8.38K -94 -2%
BAS
831
Brueske Advisory Services
Washington
$481K – – –
SWA
832
SFMG Wealth Advisors
Texas
$479K – – –
SC
833
Sepio Capital
Utah
$479K – – –
TFM
834
TFC Financial Management
Massachusetts
$477K -$35.2K -395 -7%
NB
835
Nicolet Bankshares
Wisconsin
$477K +$3.57K +40 +0.7%
FHA
836
Flagship Harbor Advisors
Massachusetts
$471K -$39.4K -442 -7%
SAS
837
SMI Advisory Services
Indiana
$468K -$10.1K -113 -2%
IWB
838
Innovative Wealth Building
Maryland
$467K +$11.1K +125 +2%
SL
839
Salomon & Ludwin
Virginia
$467K – – –
QCM
840
QRG Capital Management
Illinois
$466K -$136K -1,522 -22%
BWA
841
Blodgett Wealth Advisors
California
$465K – – –
FCM
842
Fourpath Capital Management
Oklahoma
$465K – – –
ET
843
Equitable Trust
Tennessee
$464K +$43.5K +488 +10%
JPWM
844
Jamison Private Wealth Management
Georgia
$464K – – –
FCA
845
Fortis Capital Advisors
Kansas
$463K +$18K +202 +4%
LSPW
846
Lake Street Private Wealth
Illinois
$459K -$181K -2,027 -27%
IPW
847
Impact Partnership Wealth
Georgia
$459K +$36.7K +412 +8%
VC
848
Veracity Capital
Georgia
$459K -$12.8K -144 -3%
AWM
849
AAF Wealth Management
Massachusetts
$457K -$256K -2,873 -35%
WMA
850
William Mack & Associates
Michigan
$455K +$1.34K +15 +0.3%
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35 36