We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
476
Ellevest Inc
New York
$30K – – –
ANBT
477
American National Bank & Trust
Texas
$29K – – –
LDFR
478
Lehman & Derafelo Financial Resources
Pennsylvania
$29K – – –
OAM
479
Oppenheimer Asset Management
New York
$28K -$88 -1 -0.3%
SNT
480
Security National Trust
West Virginia
$28K – – –
BFO
481
Biltmore Family Office
North Carolina
$28K +$27.2K +310 New
CCM
482
Covington Capital Management
California
$28K +$27.5K +313 New
Bessemer Group
483
Bessemer Group
New Jersey
$27K -$36.2K -412 -57%
BBPWM
484
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CAGAS
485
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
FANJ
486
Financial Architects (New Jersey)
New Jersey
$27K – – –
EIP
487
Ellis Investment Partners
Pennsylvania
$27K +$27.1K +309 New
BWM
488
BerganKDV Wealth Management
Minnesota
$25K -$24.2K -275 -49%
FWM
489
Focused Wealth Management
New York
$23K – – –
ACS
490
Archford Capital Strategies
Illinois
$22K – – –
IFAM
491
Institutional & Family Asset Management
Colorado
$22K – – –
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
RWA
493
Ropes Wealth Advisors
Massachusetts
$21K -$31.5K -359 -61%
MIM
494
Macroview Investment Management
Maryland
$21K -$8.96K -102 -30%
PK
495
Pflug Koory
Nebraska
$21K – – –
VNA
496
Valley National Advisers
Pennsylvania
$19K – – –
ADL
497
Asset Dedication LLC
California
$19K +$11.6K +132 +167%
RCG
498
Ruggie Capital Group
Florida
$18K – – –
MG
499
MilWealth Group
Wisconsin
$17.8K – – –
RE
500
RBC Europe
United Kingdom
$17.6K – – –