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
JWA
501
JFS Wealth Advisors
Pennsylvania
$307K – – –
SCP
502
Stevens Capital Partners
Nebraska
$304K +$8.6K +78 +3%
RA
503
Ruggaard & Associates
Ohio
$303K – – –
AC
504
Apella Capital
Connecticut
$302K – – –
WP
505
WealthPLAN Partners
Nebraska
$300K -$17.3K -157 -5%
FSA
506
Financial Sense Advisors
California
$299K -$2.75K -25 -0.9%
PA
507
PFG Advisors
Arizona
$298K +$22.3K +202 +8%
CIA
508
Cape Investment Advisory
Georgia
$295K -$22.5K -204 -7%
SRC
509
Shufro Rose & Co
New York
$294K – – –
MIC
510
Meridian Investment Counsel
California
$293K – – –
TA
511
TFG Advisers
Michigan
$292K -$3.97K -36 -1%
GFS
512
GYL Financial Synergies
Connecticut
$292K – – –
FFC
513
First Financial Corp
Indiana
$290K – – –
MC
514
Moors & Cabot
Massachusetts
$290K -$551 -5 -0.2%
PA
515
Pinnacle Associates
New York
$290K – – –
AMM
516
American Money Management
California
$288K -$14.9K -135 -5%
NP
517
NorthRock Partners
Minnesota
$287K -$9.7K -88 -3%
CTWM
518
Cherry Tree Wealth Management
Minnesota
$287K – – –
FFM
519
Forum Financial Management
Illinois
$286K +$15.6K +142 +5%
CHJWM
520
Carlton Hofferkamp & Jenks Wealth Management
Texas
$286K +$57.2K +519 +22%
FFA
521
First Foundation Advisors
California
$284K +$55.1K +500 +22%
BIG
522
Builder Investment Group
Georgia
$284K – – –
EWA
523
EverSource Wealth Advisors
Alabama
$283K +$551 +5 +0.2%
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$283K -$4.19K -38 -1%
JWCA
525
J.W. Cole Advisors
Florida
$280K +$2.31K +21 +0.8%
19 20
21
22 23