We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
951
GSB Wealth Management
Connecticut
$217K – – –
DIP
952
Davis Investment Partners
North Carolina
$217K – – –
BCI
953
Brinker Capital Investments
Pennsylvania
$217K -$523K -7,522 -72%
OPS
954
Orion Portfolio Solutions
Nebraska
$217K -$523K -7,522 -72%
FWM
955
Fairhaven Wealth Management
Illinois
$216K +$206K +2,958 New
TC
956
TownSquare Capital
Utah
$216K +$206K +2,955 New
IWP
957
Invenio Wealth Partners
Florida
$216K +$205K +2,952 New
RHP
958
Royal Harbor Partners
Texas
$215K – – –
FBT
959
First Bank & Trust
South Dakota
$215K – – –
TH
960
TCTC Holdings
Texas
$214K -$6.96K -100 -3%
FIM
961
Fernwood Investment Management
Massachusetts
$213K – – –
TC
962
TAGStone Capital
North Carolina
$213K – – –
BAG
963
Briggs Advisory Group
Rhode Island
$212K – – –
PI
964
Pettee Investors
Connecticut
$212K – – –
AF
965
Apexium Financial
Texas
$211K +$487 +7 +0.2%
PSF
966
Pacific Sun Financial
California
$211K +$210K +3,020 New
KWMG
967
King Wealth Management Group
Florida
$211K – – –
CA
968
Claro Advisors
Massachusetts
$210K +$200K +2,870 New
FCH
969
Freestone Capital Holdings
Washington
$209K +$199K +2,858 New
HWM
970
Horizons Wealth Management
North Carolina
$208K – – –
OW
971
Olistico Wealth
Oklahoma
$208K +$198K +2,849 New
WJA
972
Willis Johnson & Associates
Texas
$208K -$13.8K -199 -7%
HCC
973
Hirtle Callaghan & Co
Pennsylvania
$207K -$2.38M -34,165 -92%
GKIM
974
GW&K Investment Management
Massachusetts
$207K – – –
HPC
975
HM Payson & Co
Maine
$206K -$11.2K -161 -5%
37 38
39
40 41