We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
401
Strategic Wealth Partners Group
Illinois
$574K +$22.3K +187 +4%
MAM
402
Meeder Asset Management
Ohio
$572K -$514K -4,308 -48%
HWM
403
Horizon Wealth Management
Illinois
$570K +$556K +4,658 New
BPA
404
Beacon Pointe Advisors
California
$561K -$455K -3,809 -45%
SF
405
Summit Financial
New Jersey
$557K +$141K +1,183 +35%
9WM
406
9258 Wealth Management
Ohio
$556K -$11K -92 -2%
PB
407
Pinnacle Bancorp
Nebraska
$553K – – –
NFG
408
Next Financial Group
Texas
$547K +$41.4K +347 +8%
Dimensional Fund Advisors
409
Dimensional Fund Advisors
Texas
$546K +$532K +4,460 New
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$538K -$8.71K -73 -2%
MCM
411
Manchester Capital Management
Vermont
$536K – – –
MCM
412
MV Capital Management
Maryland
$532K – – –
RIA
413
Regal Investment Advisors
Michigan
$527K +$197K +1,650 +62%
CCP
414
Corient Capital Partners
California
$526K – – –
RTL
415
Red Tortoise LLC
Georgia
$524K – – –
WT
416
Washington Trust
Rhode Island
$520K – – –
CIC
417
Carnegie Investment Counsel
Ohio
$520K +$508K +4,252 New
GFP
418
Gryphon Financial Partners
Ohio
$519K +$22.2K +186 +5%
WWA
419
WC Walker & Associates
California
$516K – – –
HH
420
HWG Holdings
Texas
$514K +$502K +4,204 New
WH
421
Willner & Heller
California
$511K +$539K +4,512 New
ZF
422
Zhang Financial
Michigan
$510K -$11.2K -94 -2%
EFS
423
Essex Financial Services
Connecticut
$508K – – –
DY
424
Dowling & Yahnke
California
$506K – – –
RWG
425
Regal Wealth Group
California
$503K -$6.15M -51,478 -93%