We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
351
Sound View Wealth Advisors Group
Georgia
$938K +$28.1K +210 +3%
IA
352
IFP Advisors
Florida
$937K +$2.54K +19 +0.3%
GWMIA
353
Global Wealth Management Investment Advisory
Florida
$932K -$13.4K -100 -1%
TP
354
Tranquility Partners
Tennessee
$919K – – –
IPW
355
Intergy Private Wealth
Colorado
$919K +$535 +4 +0.1%
IB
356
Intrust Bank
Kansas
$900K – – –
AAP
357
Arax Advisory Partners
Colorado
$899K +$779K +5,823 +517%
B
358
Bailard
California
$894K – – –
GL
359
Graypoint LLC
New York
$890K – – –
R
360
Rebalance
California
$888K +$4.15K +31 +0.5%
AQR Capital Management
361
AQR Capital Management
Connecticut
$881K +$282K +2,108 +45%
AWM
362
Avior Wealth Management
Nebraska
$862K -$134K -1,002 -13%
BB
363
Busey Bank
Illinois
$861K – – –
AA
364
Auxano Advisors
Washington
$860K +$134 +1 +0%
FMTC
365
Farmers & Merchants Trust Company
California
$855K – – –
PWM
366
Parkshore Wealth Management
California
$846K +$876K +6,543 New
GTAM
367
Global Trust Asset Management
Florida
$843K -$7.5K -56 -0.9%
RWP
368
Revolve Wealth Partners
New Jersey
$833K +$16.6K +124 +2%
AWA
369
Arkadios Wealth Advisors
Georgia
$816K +$31.6K +236 +4%
PP
370
Prosperity Planning
Missouri
$805K -$10K -75 -1%
CWM
371
Congress Wealth Management
Massachusetts
$802K +$107K +800 +15%
HCA
372
Harbour Capital Advisors
Virginia
$801K – – –
LW
373
Linscomb Wealth
Texas
$798K -$30.7K -229 -4%
CSP
374
Cary Street Partners
Virginia
$794K +$822K +6,139 New
BA
375
Ballew Advisors
Mississippi
$789K +$1.34K +10 +0.2%