We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
326
Busey Bank
Illinois
$762K +$36.6K +327 +5%
GTAM
327
Global Trust Asset Management
Florida
$759K +$106K +952 +15%
Luther King Capital Management (LKCM)
328
Luther King Capital Management (LKCM)
Texas
$748K – – –
MW
329
Marcum Wealth
Ohio
$747K +$50.7K +453 +7%
WA
330
Wealth Alliance
New York
$746K +$822K +7,349 New
TPA
331
Trivium Point Advisory
Connecticut
$742K +$798K +7,140 New
GL
332
Graypoint LLC
New York
$738K – – –
GT
333
Glenview Trust
Kentucky
$736K +$113K +1,010 +16%
Millennium Management
334
Millennium Management
New York
$732K +$405K +3,621 +101%
RJT
335
Raymond James Trust
Florida
$722K -$22.4K -200 -3%
CAG
336
Csenge Advisory Group
Florida
$720K -$47.3K -423 -6%
CIC
337
Carnegie Investment Counsel
Ohio
$718K +$279K +2,496 +55%
BFA
338
Bragg Financial Advisors
North Carolina
$712K +$177K +1,585 +29%
FWM
339
Frontier Wealth Management
Missouri
$708K -$59.7K -534 -7%
IGWM
340
ICA Group Wealth Management
Colorado
$708K +$18.3K +164 +3%
D
341
Dentgroup
Louisiana
$703K +$21.1K +189 +3%
Boston Partners
342
Boston Partners
Massachusetts
$703K +$533K +4,767 +269%
RWP
343
Revolve Wealth Partners
New Jersey
$700K +$3.24K +29 +0.4%
FCH
344
Freestone Capital Holdings
Washington
$697K -$131K -1,170 -15%
CGA
345
Crescent Grove Advisors
Illinois
$691K +$136K +1,216 +22%
HCMT
346
Highland Capital Management (Tennessee)
Tennessee
$689K -$26.4K -236 -3%
EWS
347
Evergreen Wealth Solutions
Pennsylvania
$683K +$751K +6,720 New
CWM
348
Cornerstone Wealth Management
Missouri
$682K +$16.4K +147 +2%
CI
349
Cordant Inc
Oregon
$680K -$1.68K -15 -0.2%
HCA
350
Harbour Capital Advisors
Virginia
$679K – – –