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
LAS
526
Lloyd Advisory Services
Georgia
$405K +$64.5K +514 +20%
LBC
527
Lowe Brockenbrough & Co
Virginia
$405K -$226K -1,800 -37%
MCWS
528
McKinley Carter Wealth Services
West Virginia
$400K -$16.9K -135 -4%
NEWAS
529
N.E.W. Advisory Services
Wisconsin
$399K – – –
PCS
530
Private Client Services
Kentucky
$398K -$6.9K -55 -2%
CWM
531
Cranbrook Wealth Management
Michigan
$397K -$9.78K -78 -3%
SCM
532
SCS Capital Management
Massachusetts
$397K – – –
FB
533
First Bancorp
Maine
$396K – – –
PAI
534
Pittenger & Anderson Inc
Nebraska
$396K – – –
GWP
535
Gateway Wealth Partners
Wisconsin
$396K +$376K +2,996 New
RCM
536
Richardson Capital Management
Wisconsin
$392K -$2.88K -23 -0.8%
FA
537
Flagstar Advisors
New York
$392K -$5.02K -40 -1%
NL
538
NWAM LLC
Washington
$391K +$102K +811 +39%
FCM
539
Firestone Capital Management
Florida
$391K – – –
BA
540
Bridgewater Advisors
New York
$390K +$125 +1 +0%
PIFP
541
Partners in Financial Planning
Virginia
$385K +$125 +1 +0%
BCG
542
Breakwater Capital Group
New Jersey
$384K +$12.9K +103 +4%
CIA
543
Concurrent Investment Advisors
Florida
$382K +$163K +1,298 +82%
BMCM
544
Bryn Mawr Capital Management
Pennsylvania
$379K +$42.4K +338 +13%
RBFC
545
Roman Butler Fullerton & Co
Missouri
$379K +$76.5K +610 +28%
DI
546
DAGCO Inc
Ohio
$379K -$40.4K -322 -10%
FB
547
Fulton Bank
Pennsylvania
$375K +$78.4K +625 +28%
DTC
548
Davidson Trust Company
Washington
$371K – – –
PCIA
549
Prime Capital Investment Advisors
Kansas
$371K -$88K -702 -20%
GJIA
550
Glass Jacobson Investment Advisors
Maryland
$371K -$24.6K -196 -7%
20 21
22
23 24