We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
301
Douglass Winthrop Advisors
New York
$540K – – –
AWA
302
Arkadios Wealth Advisors
Georgia
$534K +$505K +5,532 New
CAM
303
Cubic Asset Management
Massachusetts
$534K -$2.28K -25 -0.4%
FNBT
304
FineMark National Bank & Trust
Florida
$527K – – –
MA
305
Mutual Advisors
Nebraska
$527K +$508K +5,564 New
QCG
306
Quadrant Capital Group
Ohio
$520K – – –
FFBTD
307
First Financial Bank - Trust Division
Ohio
$516K – – –
PA
308
PFG Advisors
Arizona
$510K +$8.68K +95 +2%
CCM
309
Cohen Capital Management
California
$509K +$1.92K +21 +0.4%
FAIM
310
Financial Advocates Investment Management
Washington
$508K +$120K +1,314 +32%
EWM
311
Evercore Wealth Management
New York
$502K +$267K +2,919 +123%
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$500K – – –
PWMG
313
Prestige Wealth Management Group
New Jersey
$497K -$1.28K -14 -0.3%
HPC
314
Hobart Private Capital
North Carolina
$494K +$476K +5,214 New
RJT
315
Raymond James Trust
Florida
$492K +$19K +208 +4%
CWM
316
Cranbrook Wealth Management
Michigan
$479K -$37.8K -414 -8%
FLI
317
Family Legacy Inc
South Carolina
$479K -$23.3K -255 -5%
IA
318
IFG Advisory
Georgia
$479K – – –
BPWA
319
Beacon Pointe Wealth Advisors
California
$477K +$56.6K +620 +14%
CCP
320
Corient Capital Partners
California
$469K – – –
Neuberger Berman Group
321
Neuberger Berman Group
New York
$459K +$19.2K +210 +5%
AW
322
ACG Wealth
Georgia
$458K -$47.8K -523 -10%
TP
323
Tranquility Partners
Tennessee
$458K -$22.4K -245 -5%
GVAG
324
Great Valley Advisor Group
Delaware
$458K +$365 +4 +0.1%
EK
325
Evensky & Katz
Florida
$457K +$6.03K +66 +1%