IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
1151
Galvin Gaustad & Stein
Arizona
$288K – – –
T
1152
Tableaux
Massachusetts
$288K – – –
PFA
1153
Pure Financial Advisors
California
$288K -$64.4K -645 -18%
MWM
1154
Moran Wealth Management
Florida
$287K +$295K +2,952 New
ORC
1155
O'Rourke & Company
Massachusetts
$287K -$96.4K -965 -25%
RHP
1156
Royal Harbor Partners
Texas
$287K – – –
FBT
1157
First Bank & Trust
South Dakota
$286K – – –
TW
1158
TritonPoint Wealth
Maryland
$285K +$20.1K +201 +7%
TC
1159
TAGStone Capital
North Carolina
$283K +$100 +1 +0%
PAW
1160
Plan A Wealth
Nebraska
$283K – – –
CWA
1161
Crusonia Wealth Advisors
Colorado
$283K +$200 +2 +0.1%
ACA
1162
AllStreet Capital Advisors
California
$283K -$9.99K -100 -3%
CP
1163
Castleview Partners
Texas
$283K – – –
B
1164
Bayban
Minnesota
$282K – – –
CFG
1165
Clayton Financial Group
Missouri
$282K – – –
AIA
1166
Accelerate Investment Advisors
California
$280K -$7.89K -79 -3%
APP
1167
Avantax Planning Partners
Iowa
$280K -$36.7K -367 -11%
FCB
1168
First County Bank
Connecticut
$280K – – –
AF
1169
ASL Financial
California
$280K -$3.3K -33 -1%
LOWM
1170
Laurel Oak Wealth Management
New Jersey
$279K -$26.9K -269 -9%
PAM
1171
Peak Asset Management
Colorado
$279K – – –
PWW
1172
Pettyjohn Wood & White
Virginia
$278K – – –
FPN
1173
Financial Planning Navigators
Minnesota
$278K -$4.5K -45 -2%
PRS
1174
Pinkerton Retirement Specialists
Idaho
$277K – – –
CPW
1175
Cove Private Wealth
New York
$277K +$284K +2,847 New
45 46
47
48 49