We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
376
Corbenic Partners
Pennsylvania
$34K – – –
NSB
377
Norway Savings Bank
Maine
$33K – – –
HA
378
Harfst & Associates
Wyoming
$32K +$32.6K +394 New
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$31.1K – – –
WAM
380
Watermark Asset Management
California
$30K +$30.2K +365 New
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$29K -$1.74K -21 -6%
FPTW
382
Franklin, Parlapiano, Turner & Welch
Texas
$29K – – –
BWM
383
Baystate Wealth Management
Massachusetts
$28K – – –
PK
384
Pflug Koory
Nebraska
$26K – – –
QAM
385
QCI Asset Management
New York
$26K – – –
SNT
386
Security National Trust
West Virginia
$26K – – –
PFO
387
Pathstone Family Office
New Jersey
$26K +$25.7K +311 New
BBPWM
388
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
FANJ
389
Financial Architects (New Jersey)
New Jersey
$25K – – –
JCM
390
Jacobi Capital Management
Pennsylvania
$25K – – –
PWM
391
Perigon Wealth Management
California
$25K +$83 +1 +0.3%
CAG
392
Crestwood Advisors Group
Massachusetts
$24K +$24.3K +294 New
GEA
393
Glen Eagle Advisors
New Jersey
$23.2K +$6.61K +80 +40%
VIA
394
Vantage Investment Advisors
Pennsylvania
$22K -$10.2K -123 -32%
Thrivent Financial for Lutherans
395
Thrivent Financial for Lutherans
Minnesota
$21K – – –
FWM
396
Focused Wealth Management
New York
$21K +$83 +1 +0.4%
PG
397
Patten Group
Tennessee
$19K – – –
HR
398
Howe & Rusling
New York
$17K -$1.24K -15 -7%
RCG
399
Ruggie Capital Group
Florida
$17K – – –
HDIM
400
Hanson & Doremus Investment Management
Vermont
$16K +$15.5K +187 New