We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
876
Clear Creek Financial Management
Washington
$267K +$4.16K +57 +1%
APP
877
Avantax Planning Partners
Iowa
$266K – – –
WWM
878
Windsor Wealth Management
Indiana
$265K +$9.27K +127 +3%
FA
879
Financial Alternatives
California
$264K – – –
CWM
880
Congress Wealth Management
Massachusetts
$263K – – –
EWM
881
Evermay Wealth Management
Virginia
$263K – – –
PTP
882
Platform Technology Partners
New York
$263K – – –
VFG
883
V2 Financial group
Illinois
$263K – – –
UL
884
Unionview LLC
Washington
$263K – – –
PPW
885
PACK Private Wealth
Minnesota
$261K – – –
SWA
886
Sax Wealth Advisors
New Jersey
$261K +$275K +3,769 New
LWMNY
887
Landmark Wealth Management (New York)
New York
$260K +$274K +3,757 New
TDWM
888
Topel & Distasi Wealth Management
California
$260K – – –
PA
889
PFG Advisors
Arizona
$257K +$271K +3,712 New
BAM
890
Belpointe Asset Management
Nevada
$256K +$47.4K +650 +21%
WWM
891
Western Wealth Management
Colorado
$256K -$2.04K -28 -0.8%
First Manhattan
892
First Manhattan
New York
$255K +$30.6K +420 +13%
FEG
893
Fund Evaluation Group
Ohio
$255K – – –
UCB
894
United Community Bank
South Carolina
$255K – – –
NP
895
NorthRock Partners
Minnesota
$253K +$19.1K +262 +8%
CAL
896
Capital Analysts LLC
Pennsylvania
$253K – – –
PIFP
897
Partners in Financial Planning
Virginia
$253K – – –
CFS
898
CRA Financial Services
New Jersey
$251K -$4.74K -65 -2%
OA
899
Oxbow Advisors
Texas
$251K – – –
KWM
900
Kolinsky Wealth Management
New Jersey
$249K +$2.26K +31 +0.9%