We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
851
Brown, Lisle/Cummings
Rhode Island
$241K – – –
PCM
852
Passive Capital Management
Maryland
$241K – – –
CCA
853
Checchi Capital Advisers
California
$240K – – –
IF
854
Ironwood Financial
Arizona
$239K +$206 +3 +0.1%
SFO
855
Stokes Family Office
Louisiana
$239K +$264K +3,839 New
PPW
856
PACK Private Wealth
Minnesota
$238K – – –
PTP
857
Platform Technology Partners
New York
$236K +$261K +3,800 New
BAAM
858
Baker Avenue Asset Management
California
$235K +$260K +3,778 New
OBWG
859
Onyx Bridge Wealth Group
New York
$234K -$60K -872 -19%
CIC
860
Carnegie Investment Counsel
Ohio
$234K – – –
LWMNY
861
Landmark Wealth Management (New York)
New York
$233K +$258K +3,745 New
DIA
862
Dana Investment Advisors
Wisconsin
$232K -$12.4K -180 -5%
BCI
863
Brinker Capital Investments
Pennsylvania
$229K -$317K -4,602 -56%
FFG
864
Frisch Financial Group
New York
$229K -$9.15K -133 -3%
CWM
865
Congress Wealth Management
Massachusetts
$229K – – –
BMWM
866
Brown Miller Wealth Management
Virginia
$229K +$255K +3,700 New
UCB
867
United Community Bank
South Carolina
$229K – – –
HC
868
HNP Capital
New York
$228K -$62.7K -911 -20%
VRM
869
Vectors Research Management
New York
$228K -$62.7K -911 -20%
OA
870
Oxbow Advisors
Texas
$225K – – –
HNW
871
High Note Wealth
Minnesota
$225K +$232K +3,375 New
FCH
872
Freestone Capital Holdings
Washington
$224K -$100K -1,457 -29%
AWC
873
Abundance Wealth Counselors
Pennsylvania
$224K – – –
ICM
874
IMS Capital Management
Oregon
$224K – – –
MCCP
875
Mission Creek Capital Partners
California
$224K +$248K +3,600 New
33 34
35
36 37