We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
451
Foster & Motley
Ohio
$355K -$11.2K -105 -3%
EAM
452
Evanson Asset Management
California
$354K
WKSWA
453
White Knight Strategic Wealth Advisors
New Jersey
$354K
PIFP
454
Partners in Financial Planning
Virginia
$351K -$21.8K -204 -6%
RDFA
455
Ritter Daniher Financial Advisory
Ohio
$346K +$165K +1,543 +75%
PA
456
PFG Advisors
Arizona
$346K +$385K +3,600 New
Chevy Chase Trust
457
Chevy Chase Trust
Maryland
$345K
Vanguard Personalized Indexing Management
458
Vanguard Personalized Indexing Management
California
$343K
HSWM
459
Hubbell Strickland Wealth Management
Louisiana
$342K +$534 +5 +0.1%
FIA
460
Foundations Investment Advisors
Arizona
$340K -$13.5K -126 -3%
FUBT
461
First United Bank & Trust
Maryland
$340K -$3.74K -35 -1%
AC
462
Avestar Capital
New York
$339K +$377K +3,526 New
NP
463
NorthRock Partners
Minnesota
$338K -$235K -2,197 -38%
MFGP
464
Marshall Financial Group (Pennsylvania)
Pennsylvania
$338K
BEAM
465
Baker Ellis Asset Management
Washington
$336K
VWA
466
V Wealth Advisors
Kansas
$333K
Wealthfront Advisers
467
Wealthfront Advisers
California
$333K +$125K +1,166 +51%
APW
468
Acima Private Wealth
Virginia
$328K
RWA
469
Ropes Wealth Advisors
Massachusetts
$326K -$4.59K -43 -1%
MWM
470
Mission Wealth Management
California
$325K +$25.3K +237 +8%
BFA
471
BMS Financial Advisors
South Dakota
$324K +$361K +3,375 New
CWM
472
Cranbrook Wealth Management
Michigan
$321K -$9.83K -92 -3%
EA
473
Eudaimonia Advisors
Tennessee
$319K -$12.2K -114 -3%
IWA
474
Icon Wealth Advisors
Texas
$318K +$354K +3,314 New
SIG
475
Stonegate Investment Group
Alabama
$317K +$4.59K +43 +1%