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
KWS
526
Keystone Wealth Services
California
$323K – – –
SCP
527
Stevens Capital Partners
Nebraska
$322K +$321K +3,060 New
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$322K +$22.9K +218 +8%
TA
529
TFB Advisors
Kansas
$321K +$320K +3,047 New
SHWM
530
Smith & Howard Wealth Management
Georgia
$321K -$5.03K -48 -2%
MHS
531
M Holdings Securities
Oregon
$318K -$18.6K -177 -6%
FB
532
First Bancorp
Maine
$316K – – –
PAI
533
Pittenger & Anderson Inc
Nebraska
$316K – – –
LIM
534
Lathrop Investment Management
Arkansas
$314K – – –
HTC
535
Haverford Trust Company
Pennsylvania
$314K – – –
FCM
536
Firestone Capital Management
Florida
$312K – – –
AMM
537
American Money Management
California
$311K – – –
JWA
538
JFS Wealth Advisors
Pennsylvania
$310K – – –
MWM
539
Mission Wealth Management
California
$309K -$46.7K -445 -13%
IA
540
IFG Advisory
Georgia
$308K +$19.8K +189 +7%
FSA
541
Financial Sense Advisors
California
$306K -$243K -2,316 -44%
AC
542
Apella Capital
Connecticut
$304K +$303K +2,889 New
TL
543
Tradewinds LLC
North Carolina
$303K +$131K +1,252 New
AWS
544
AJ Wealth Strategies
New York
$301K – – –
PA
545
Pinnacle Associates
New York
$299K +$6.82K +65 +2%
BIG
546
Builder Investment Group
Georgia
$299K +$297K +2,836 New
MIC
547
Meridian Investment Counsel
California
$295K – – –
RBFC
548
Roman Butler Fullerton & Co
Missouri
$293K +$8.91K +85 +3%
FLI
549
Family Legacy Inc
South Carolina
$292K -$4.62K -44 -2%
TA
550
TFG Advisers
Michigan
$292K +$6.19K +59 +2%
20 21
22
23 24