We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
876
Alpha Financial Partners
Kentucky
$556K -$2.5K -26 -0.4%
MPCL
877
My Personal CFO LLC
Washington
$551K +$550K +5,725 New
WP
878
Westmount Partners
California
$549K – – –
PAM
879
Palisade Asset Management
Minnesota
$549K +$96 +1 +0%
EAN
880
Excelsior Advisor Network
Colorado
$547K +$547K +5,686 New
PAS
881
PKS Advisory Services
New York
$547K +$12.4K +129 +2%
AC
882
Apella Capital
Connecticut
$544K +$337K +3,502 +163%
USB
883
Union Savings Bank
Connecticut
$544K +$543K +5,647 New
SWA
884
SFMG Wealth Advisors
Texas
$543K – – –
TFM
885
TFC Financial Management
Massachusetts
$540K – – –
MIM
886
Macroview Investment Management
Maryland
$539K +$1.06K +11 +0.2%
KP
887
Keel Point
Alabama
$538K +$110K +1,141 +26%
FPCG
888
Forum Private Client Group
Indiana
$537K -$5.87K -61 -1%
DWM
889
Ducere Wealth Management
California
$535K +$534K +5,554 New
SL
890
Salomon & Ludwin
Virginia
$534K – – –
ET
891
Equitable Trust
Tennessee
$533K – – –
MFP
892
Meramec Financial Planners
Missouri
$532K +$503K +5,227 New
FCM
893
Fourpath Capital Management
Oklahoma
$526K – – –
CSC
894
Caldwell Sutter Capital
California
$526K – – –
ICP
895
Impact Capital Partners
Colorado
$526K -$56.9K -592 -10%
TGIA
896
Torrey Growth & Income Advisors
California
$525K +$96 +1 +0%
TFGT
897
TS Financial Group (TSFG)
Illinois
$524K -$740K -7,696 -59%
WRPWM
898
Werba Rubin Papier Wealth Management
California
$524K +$1.83K +19 +0.4%
IA
899
IFG Advisory
Georgia
$519K +$70.2K +730 +16%
GKIM
900
GW&K Investment Management
Massachusetts
$518K – – –
34 35
36
37 38