We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
1051
Sage Financial Management Group
Virginia
$303K -$24.2K -280 -8%
PCS
1052
Personal CFO Solutions
New Jersey
$302K +$284K +3,288 New
FFL
1053
Future Fund LLC
Illinois
$302K +$284K +3,286 New
ABWM
1054
Alpine Bank Wealth Management
Colorado
$302K -$47.5K -550 -14%
MIC
1055
Meridian Investment Counsel
California
$301K – – –
RFS
1056
Richardson Financial Services
Massachusetts
$300K +$280K +3,238 New
PA
1057
Parkside Advisors
California
$300K +$282K +3,259 New
PF
1058
PlanWiser Financial
Colorado
$300K -$7.6K -88 -3%
AWAG
1059
ARS Wealth Advisors Group
Florida
$300K -$20.9K -242 -7%
DA
1060
Detalus Advisors
Missouri
$299K +$86 +1 +0%
GIA
1061
GHP Investment Advisors
Colorado
$297K +$23K +266 +9%
AG
1062
AlTi Global
New York
$296K – – –
WC
1063
Waterloo Capital
Texas
$296K -$8.05M -93,216 -97%
SSA
1064
Schonfeld Strategic Advisors
New York
$294K +$276K +3,200 New
VDI
1065
Vaughan David Investments
Illinois
$294K – – –
CAG
1066
Centerpoint Advisory Group
Kansas
$293K +$276K +3,190 New
OS
1067
Objectivity Squared
South Carolina
$293K +$777 +9 +0.3%
RTC
1068
Riverview Trust Company
Washington
$292K – – –
MFG
1069
Midwest Financial Group
Kansas
$292K +$274K +3,175 New
DPI
1070
Diversified Portfolios Inc
Michigan
$290K – – –
PWW
1071
Pettyjohn Wood & White
Virginia
$290K +$272K +3,149 New
SFC
1072
Strategic Financial Concepts
Texas
$289K -$1.08M -12,484 -80%
National Bank of Canada
1073
National Bank of Canada
Quebec, Canada
$288K -$46.3K -536 -15%
HFS
1074
Heritage Financial Services
Massachusetts
$288K +$9.85K +114 +4%
ORC
1075
O'Rourke & Company
Massachusetts
$287K – – –