We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
501
Main Street Financial Solutions
Pennsylvania
$333K – – –
CSWM
502
Cassady Schiller Wealth Management
Ohio
$330K +$321K +2,693 New
CAAS
503
Capital Asset Advisory Services
Michigan
$326K +$239 +2 +0.1%
VA
504
Valmark Advisers
Ohio
$324K -$2.15K -18 -0.7%
TSWM
505
Tyler-Stone Wealth Management
Ohio
$323K +$315K +2,638 New
DJSG
506
D.J. St. Germain
Massachusetts
$321K -$25.7K -215 -8%
SIG
507
Stonegate Investment Group
Alabama
$319K +$311K +2,603 New
MOS
508
MGO One Seven
Ohio
$318K +$40.6K +340 +15%
BDF
509
Balasa Dinverno & Foltz
$317K – – –
HF
510
Halpern Financial
Virginia
$315K – – –
CFA
511
Carroll Financial Associates
North Carolina
$315K – – –
PFG
512
Pacific Financial Group
Washington
$315K – – –
RM
513
Resource Management
Louisiana
$315K +$307K +2,570 New
TA
514
TFG Advisers
Michigan
$314K +$3.58K +30 +1%
IA
515
Insight Advisors
Pennsylvania
$313K -$13.7K -115 -4%
BAM
516
Berkshire Asset Management
Pennsylvania
$311K – – –
MC
517
Moors & Cabot
Massachusetts
$310K +$302K +2,530 New
WMA
518
West Michigan Advisors
Michigan
$310K +$302K +2,532 New
CF
519
Centaurus Financial
California
$309K -$15K -126 -5%
Financial Engines Advisors
520
Financial Engines Advisors
California
$308K +$14.8K +124 +5%
BMCM
521
Bryn Mawr Capital Management
Pennsylvania
$308K +$32.1K +269 +12%
BA
522
Bridgewater Advisors
New York
$307K -$1.67K -14 -0.6%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$307K – – –
AIA
524
Arbor Investment Advisors
North Carolina
$306K +$597 +5 +0.2%
NCM
525
Neumann Capital Management
California
$305K +$298K +2,495 New