We are live on ! Find out more
IWR icon

iShares Russell Mid-Cap ETF
IWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
201
Reinhart Partners
Wisconsin
$628K +$627K +19,340 New
GLRA
202
Gerald L. Ray & Associates
Texas
$616K +$615K +18,980 New
PCM
203
Penn Capital Management
Pennsylvania
$616K +$615K +18,984 New
HSA
204
HBK Sorce Advisory
Pennsylvania
$605K +$604K +18,624 New
CAMI
205
Concord Asset Management (Illinois)
Illinois
$594K +$593K +18,300 New
CCM
206
Covington Capital Management
California
$591K +$590K +18,200 New
AI
207
Atria Investments
North Carolina
$585K +$583K +18,000 New
KFS
208
KMS Financial Services
Washington
$581K +$580K +17,900 New
RPGK
209
Retirement Planning Group (Kansas)
Kansas
$576K +$575K +17,732 New
AL
210
Aspiriant LLC
California
$552K +$551K +17,000 New
LW
211
Linscomb Wealth
Texas
$548K +$547K +16,880 New
GI
212
Glovista Investments
New Jersey
$535K +$534K +16,476 New
FHB
213
First Hawaiian Bank
Hawaii
$525K +$524K +16,168 New
S
214
SignatureFD
Georgia
$518K +$517K +15,956 New
RJT
215
Raymond James Trust
Florida
$510K +$509K +15,704 New
CCM
216
Catawba Capital Management
Virginia
$501K +$501K +15,440 New
DT
217
Diversified Trust
Tennessee
$498K +$497K +15,328 New
JG
218
Jefferies Group
New York
$492K +$491K +15,148 New
MMG
219
Monetary Management Group
Missouri
$490K +$489K +15,100 New
EFSCE
220
Enterprise Financial Services Corp (EFSC)
Missouri
$489K +$488K +15,068 New
AWA
221
AmeriServ Wealth Advisors
Pennsylvania
$484K +$484K +14,920 New
ZF
222
Zhang Financial
Michigan
$461K +$460K +14,192 New
FHC
223
First Heartland Consultants
Missouri
$459K +$458K +14,120 New
AWM
224
Altavista Wealth Management
North Carolina
$455K +$454K +14,000 New
WB
225
WesBanco Bank
West Virginia
$438K +$437K +13,484 New
7 8
9
10 11