We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
501
Lehman & Derafelo Financial Resources
Pennsylvania
$14K -$6.96K -86 -33%
LWM
502
Liberty Wealth Management
California
$13K +$81 +1 +0.6%
MFT
503
Moisand Fitzgerald Tamayo
Florida
$13K +$12.6K +156 New
HPC
504
HM Payson & Co
Maine
$12K – – –
BWM
505
Baystate Wealth Management
Massachusetts
$12K +$81 +1 +0.7%
TWA
506
TCI Wealth Advisors
Arizona
$12K +$81 +1 +0.7%
EWM
507
Endurance Wealth Management
Rhode Island
$10K – – –
FFC
508
First Financial Corp
Indiana
$10K – – –
FRA
509
Front Row Advisors
California
$10K – – –
HS
510
Horan Securities
United States
$10K – – –
POIA
511
Pin Oak Investment Advisors
Texas
$10K – – –
ADL
512
Asset Dedication LLC
California
$10K +$4.29K +53 +67%
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
MG
514
MilWealth Group
Wisconsin
$8.89K – – –
HFA
515
Hoover Financial Advisors
Pennsylvania
$8K -$72.9K -901 -90%
AW
516
Avion Wealth
Texas
$8K – – –
GI
517
Gradient Investments
Minnesota
$8K +$5.75K +71 +245%
MPCG
518
Matrix Private Capital Group
New York
$7K – – –
PP
519
PrairieView Partners
Minnesota
$7K +$729 +9 +12%
FP
520
Fiduciary Planning
Florida
$7K +$7.2K +89 New
JWBC
521
John W. Brooker & Co
California
$6K – – –
SIC
522
Salem Investment Counselors
North Carolina
$6K – – –
CTB
523
Country Trust Bank
Illinois
$6K +$6.23K +77 New
CAM
524
Costello Asset Management
Pennsylvania
$5K – – –
GAM
525
Gemmer Asset Management
California
$5K – – –
19 20
21
22 23