We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Atticus Wealth Management
Florida
$388K
KWS
452
Keystone Wealth Services
California
$388K +$84.7K +769 +26%
EAM
453
Evanson Asset Management
California
$385K
FA
454
Financial Alternatives
California
$382K -$45.1K -409 -10%
NEWAS
455
N.E.W. Advisory Services
Wisconsin
$377K -$6.06K -55 -1%
Chevy Chase Trust
456
Chevy Chase Trust
Maryland
$374K
VFA
457
Valeo Financial Advisors
Indiana
$370K -$25.5K -231 -6%
PWM
458
PRW Wealth Management
Massachusetts
$370K +$414K +3,761 New
BP
459
Ballentine Partners
Massachusetts
$369K
TC
460
Trilogy Capital
California
$368K -$19.8K -180 -5%
HAS
461
Holland Advisory Services
Florida
$367K -$17.6K -160 -4%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$367K
AWA
463
Artemis Wealth Advisors
New York
$365K
BEAM
464
Baker Ellis Asset Management
Washington
$365K
SG
465
StoneX Group
New York
$362K +$16.4K +149 +5%
SB
466
Simmons Bank
Arkansas
$361K +$19.5K +177 +5%
HSWM
467
Hubbell Strickland Wealth Management
Louisiana
$357K +$41.4K +376 +12%
CIA
468
Compass Ion Advisors
Pennsylvania
$357K +$377K +3,420 New
KCM
469
Kanawha Capital Management
Virginia
$354K
OLVIG
470
Oliver Lagore Vanvalin Investment Group
Michigan
$354K -$734K -6,661 -66%
HI
471
Harbour Investments
Wisconsin
$352K -$3.31K -30 -0.9%
CWM
472
Cranbrook Wealth Management
Michigan
$349K
CCM
473
Cohen Capital Management
California
$347K -$80.9K -734 -18%
IWP
474
Icon Wealth Partners
Texas
$346K
PI
475
PFG Investments
New York
$344K +$5.51K +50 +2%