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
FMTC
351
Farmers & Merchants Trust Company
California
$668K – – –
SSB
352
Sandy Spring Bank
Maryland
$665K -$6.15K -55 -0.8%
BRWA
353
B. Riley Wealth Advisors
Florida
$655K +$170K +1,522 +31%
CFG
354
Cooper Financial Group
California
$652K -$10.6K -95 -1%
MA
355
MCF Advisors
Kentucky
$646K +$4.36K +39 +0.6%
TC
356
Trilogy Capital
California
$637K -$275K -2,455 -28%
PTC
357
Private Trust Company
Ohio
$636K -$108K -968 -13%
MWM
358
Meridian Wealth Management
Kentucky
$636K +$292K +2,608 +71%
WSFS
359
Wilmington Savings Fund Society
Delaware
$633K -$1.63M -14,554 -70%
SWM
360
Spire Wealth Management
Virginia
$633K -$46.2K -413 -6%
SAM
361
Silvercrest Asset Management
New York
$627K -$80.5K -720 -10%
MWP
362
MYCIO Wealth Partners
Pennsylvania
$623K +$2.68K +24 +0.4%
IWM
363
IHT Wealth Management
Illinois
$617K -$31.2K -279 -4%
IAIM
364
International Assets Investment Management
Florida
$616K +$91.8K +821 +16%
FSA
365
Financial Sense Advisors
California
$615K +$677K +6,058 New
CDIA
366
Capital Directions Investment Advisors
Georgia
$609K -$56.7K -507 -8%
FNBT
367
FineMark National Bank & Trust
Florida
$606K -$29.1K -260 -4%
WANY
368
Wealthspire Advisors (New York)
New York
$602K +$147K +1,319 +29%
MTIC
369
Missouri Trust & Investment Company
Missouri
$601K – – –
BSW
370
Buckingham Strategic Wealth
Missouri
$589K +$231K +2,062 +55%
WH
371
Willner & Heller
California
$588K +$78.7K +704 +14%
RT
372
Rockland Trust
Massachusetts
$586K -$14K -125 -2%
NP
373
NorthRock Partners
Minnesota
$581K -$25.5K -228 -4%
TB
374
Treynor Bancshares
Iowa
$581K -$10.6K -95 -2%
CAL
375
Capital Analysts LLC
Pennsylvania
$579K -$117K -1,050 -16%
13 14
15
16 17