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
RIS
551
Retirement Income Solutions
Michigan
$507K – – –
CT
552
Colonial Trust
South Carolina
$504K -$10.4K -66 -2%
NWM
553
Navigation Wealth Management
Colorado
$504K +$13.1K +83 +3%
HW
554
Hancock Whitney
Mississippi
$504K – – –
RIA
555
Regal Investment Advisors
Michigan
$502K +$109K +688 +29%
BCG
556
Breakwater Capital Group
New Jersey
$500K -$947 -6 -0.2%
IA
557
Invested Advisors
Pennsylvania
$499K -$18.8K -119 -4%
WIC
558
Woodmont Investment Counsel
Tennessee
$497K – – –
FCM
559
Firestone Capital Management
Florida
$495K – – –
FB
560
First Bancorp
Maine
$495K – – –
BWM
561
BCS Wealth Management
Tennessee
$494K – – –
PAI
562
Pittenger & Anderson Inc
Nebraska
$494K – – –
PA
563
Pinnacle Associates
New York
$491K – – –
FUBT
564
First United Bank & Trust
Maryland
$491K – – –
AOWM
565
Asset One Wealth Management
Washington
$490K – – –
RCM
566
Richardson Capital Management
Wisconsin
$488K – – –
AWA
567
American Wealth Advisors
Georgia
$487K -$2.52K -16 -0.5%
FFO
568
Fortitude Family Office
Arizona
$487K – – –
CIA
569
Capital Investment Advisors
Georgia
$487K +$158 +1 +0%
NEWAS
570
N.E.W. Advisory Services
Wisconsin
$486K – – –
AP
571
Appleton Partners
Massachusetts
$485K – – –
TI
572
Trexquant Investment
Connecticut
$485K +$465K +2,946 New
DTC
573
Davidson Trust Company
Washington
$481K +$17.4K +110 +4%
PIFP
574
Partners in Financial Planning
Virginia
$480K +$473 +3 +0.1%
TC
575
Trilogy Capital
California
$479K +$473 +3 +0.1%
21 22
23
24 25