We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$304K -$309K -4,394 -50%
RJT
252
Raymond James Trust
Florida
$304K -$93.5K -1,331 -23%
SGCA
253
Steel Grove Capital Advisors
Tennessee
$303K +$20.7K +295 +7%
GWS
254
Glassman Wealth Services
Virginia
$289K – – –
BEAM
255
Baker Ellis Asset Management
Washington
$286K – – –
DY
256
Dowling & Yahnke
California
$283K – – –
FIM
257
Freedom Investment Management
Connecticut
$283K +$25.4K +362 +10%
MC
258
Mathes Company
New York
$281K – – –
OC
259
Oarsman Capital
Wisconsin
$281K +$39.8K +566 +16%
KIA
260
KCM Investment Advisors
California
$280K -$21.1K -300 -7%
UBWV
261
United Bank (West Virginia)
West Virginia
$276K -$137K -1,950 -33%
FA
262
FDx Advisors
Illinois
$271K +$278K +3,952 New
CDIA
263
Capital Directions Investment Advisors
Georgia
$270K – – –
MCWS
264
McKinley Carter Wealth Services
West Virginia
$268K +$1.33K +19 +0.5%
AIM
265
Allen Investment Management
New York
$267K – – –
NGA
266
Naples Global Advisors
Florida
$256K – – –
FNBOO
267
First National Bank of Omaha
Nebraska
$256K +$262K +3,729 New
Chevy Chase Trust
268
Chevy Chase Trust
Maryland
$255K -$17.8K -254 -6%
AFWA
269
Ancora Family Wealth Advisors
Ohio
$250K – – –
AUB
270
Atlantic Union Bankshares
Virginia
$246K +$251K +3,577 New
PFS
271
Prospera Financial Services
Texas
$242K +$248K +3,527 New
BFIM
272
Beese Fulmer Investment Management
Ohio
$239K +$14.3K +203 +6%
PWM
273
Perigon Wealth Management
California
$238K -$51.1K -727 -17%
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K – – –
CCA
275
Cobblestone Capital Advisors
New York
$235K – – –