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
BBPWM
351
Blue Bell Private Wealth Management
Pennsylvania
$24K – – –
QAM
352
QCI Asset Management
New York
$24K – – –
FANJ
353
Financial Architects (New Jersey)
New Jersey
$23K – – –
FIB
354
First Interstate Bank
Montana
$23K – – –
JCM
355
Jacobi Capital Management
Pennsylvania
$23K – – –
PWM
356
Perigon Wealth Management
California
$23K +$153 +2 +0.7%
FWM
357
Focused Wealth Management
New York
$21K +$1.83K +24 +9%
PG
358
Patten Group
Tennessee
$17.6K – – –
WP
359
WealthPLAN Partners
Nebraska
$17.1K -$41K -538 -70%
HR
360
Howe & Rusling
New York
$17K +$16.4K +215 New
VIA
361
Vantage Investment Advisors
Pennsylvania
$16K – – –
RCG
362
Ruggie Capital Group
Florida
$15K – – –
WAM
363
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
VNA
364
Valley National Advisers
Pennsylvania
$14K – – –
BFEC
365
Benjamin F. Edwards & Company
Missouri
$12K – – –
LNB
366
Ledyard National Bank
$12K – – –
PMFA
367
Plante Moran Financial Advisors
Michigan
$12K – – –
SFG
368
SevenBridge Financial Group
Pennsylvania
$11K – – –
DPA
369
Delphi Private Advisors
California
$9K – – –
GBT
370
Grove Bank & Trust
Florida
$9K – – –
TDC
371
Thompson Davis & Co
Virginia
$9K – – –
CAL
372
Capital Advisors Ltd
Ohio
$8K – – –
DBT
373
Dubuque Bank & Trust
Iowa
$7K – – –
EWM
374
Endurance Wealth Management
Rhode Island
$7K – – –
BAM
375
Brave Asset Management
New Jersey
$6K – – –
13 14
15
16 17