We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
926
Caldwell Sutter Capital
California
$560K -$40.8K -388 -7%
HAG
927
HighPoint Advisor Group
Illinois
$560K +$16.2K +154 +3%
AMCA
928
Arthur M. Cohen & Associates
Illinois
$558K +$736 +7 +0.1%
BPWM
929
BCS Private Wealth Management
New Jersey
$557K – – –
AWG
930
Altus Wealth Group
Colorado
$556K -$13.7K -130 -3%
PL
931
Plancorp LLC
Missouri
$556K +$71.3K +678 +15%
WC
932
Weil Company
California
$556K – – –
DWM
933
Ducere Wealth Management
California
$555K -$27.7K -263 -5%
RFA
934
Resurgent Financial Advisors
Georgia
$552K +$30K +285 +6%
VR
935
Valued Retirements
Texas
$550K – – –
JIC
936
Joel Isaacson & Co
New York
$548K +$105 +1 +0%
CWM
937
Castle Wealth Management
Florida
$547K – – –
PAS
938
PKS Advisory Services
New York
$547K -$121K -1,150 -19%
WMA
939
William Mack & Associates
Michigan
$547K -$14.6K -139 -3%
RWM
940
Rockwood Wealth Management
Pennsylvania
$546K +$127K +1,211 +32%
PCTC
941
Perkins Coie Trust Company
Washington
$544K +$244K +2,320 +89%
NWM
942
Nolet Wealth Management
Texas
$542K – – –
WDG
943
Wealth Dimensions Group
Ohio
$541K -$14.9K -142 -3%
BI
944
Breachway Investments
Rhode Island
$540K – – –
I
945
InvesTrust
Oklahoma
$540K +$15.8K +150 +3%
BBL
946
Beck Bode LLC
Massachusetts
$535K -$12.1K -115 -2%
PNC
947
Park National Corp
Ohio
$534K -$21K -200 -4%
MCM
948
M1 Capital Management
Michigan
$533K – – –
GSWM
949
Golden State Wealth Management
California
$532K +$10.8K +103 +2%
CT
950
Colonial Trust
South Carolina
$532K – – –
36 37
38
39 40