We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIOP
251
Fiduciary Trust International of Pennsylvania
Pennsylvania
$277K – – –
FIM
252
Freedom Investment Management
Connecticut
$277K +$2.16K +29 +0.8%
CAL
253
Capital Analysts LLC
Pennsylvania
$267K +$69.7K +935 +36%
3AM
254
3D Asset Management
Connecticut
$265K -$73K -979 -22%
CCA
255
Cobblestone Capital Advisors
New York
$257K – – –
1SB
256
1ST Source Bank
Indiana
$252K – – –
CFA
257
CT Financial Advisors
Pennsylvania
$252K +$970 +13 +0.4%
MCC
258
Mid Continent Capital
Illinois
$248K – – –
BGIM
259
Brandywine Global Investment Management
Pennsylvania
$242K – – –
TSW
260
Thompson Siegel & Walmsley
Virginia
$241K -$3.88M -52,036 -94%
CPA
261
Capital Planning Advisors
California
$230K +$228K +3,051 New
IH
262
IFC Holdings
Florida
$229K -$9.03K -121 -4%
MIM
263
Marco Investment Management
Georgia
$224K – – –
BPBT
264
Boston Private Bank & Trust
Massachusetts
$222K – – –
HCM
265
Horrell Capital Management
Arkansas
$212K +$8.13K +109 +4%
BDF
266
Balasa Dinverno & Foltz
$211K – – –
SGCA
267
Steel Grove Capital Advisors
Tennessee
$208K +$206K +2,765 New
BRWM
268
B. Riley Wealth Management
Tennessee
$207K -$273K -3,661 -57%
BAM
269
Berkshire Asset Management
Pennsylvania
$207K -$175K -2,347 -46%
SYBT
270
Stock Yards Bank & Trust
Kentucky
$207K – – –
AAS
271
Annex Advisory Services
Wisconsin
$206K -$17.5K -234 -8%
MSTVIM
272
Messner & Smith Theme Value Investment Management
California
$203K -$421K -5,645 -68%
ICOA
273
Investment Centers of America
North Dakota
$202K +$201K +2,697 New
RIA
274
Regal Investment Advisors
Michigan
$174K +$112K +1,500 +184%
IWMPD
275
Integrated Wealth Management (Palm Desert)
California
$164K +$163K +2,182 New
9 10
11
12 13