We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
451
Capital Asset Advisory Services
Michigan
$302K
RIA
452
Regal Investment Advisors
Michigan
$301K +$2.66K +23 +0.9%
ZIM
453
Zacks Investment Management
Illinois
$301K +$27K +233 +10%
CF
454
Centaurus Financial
California
$300K
BDF
455
Balasa Dinverno & Foltz
$293K
CFA
456
Carroll Financial Associates
North Carolina
$293K
Vanguard Personalized Indexing Management
457
Vanguard Personalized Indexing Management
California
$293K
HF
458
Halpern Financial
Virginia
$292K +$150K +1,292 +101%
PFG
459
Pacific Financial Group
Washington
$291K -$34.7K -300 -10%
SCA
460
Snowden Capital Advisors
New York
$289K +$295K +2,550 New
BAM
461
Berkshire Asset Management
Pennsylvania
$288K
TA
462
TFG Advisers
Michigan
$288K +$810 +7 +0.3%
HCIA
463
Hochman Cole Investment Advisors
Illinois
$287K
BA
464
Bridgewater Advisors
New York
$286K +$1.85K +16 +0.6%
PFBT
465
Parkside Financial Bank & Trust
Missouri
$284K +$1.39K +12 +0.5%
PIFP
466
Partners in Financial Planning
Virginia
$283K
AIA
467
Arbor Investment Advisors
North Carolina
$282K +$579 +5 +0.2%
FIA
468
Foundations Investment Advisors
Arizona
$281K -$4.27M -36,907 -94%
BI
469
Ballast Inc
Kentucky
$281K
WP
470
WealthPLAN Partners
Nebraska
$281K +$270K +2,329 New
ATC
471
Argent Trust Co
Tennessee
$279K +$58.8K +508 +26%
AF
472
Allworth Financial
California
$278K +$246K +2,126 +640%
AA
473
Ancora Advisors
Ohio
$277K +$17.5K +151 +7%
EI
474
Ellevest Inc
New York
$277K +$37.3K +322 +15%
1IA
475
1834 Investment Advisors
Wisconsin
$275K