We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
551
Summit X LLC
Missouri
-$294K -3,263 Closed
AWA
552
Arete Wealth Advisors
Illinois
-$259K -2,872 Closed
LFAS
553
Level Four Advisory Services
Texas
-$257K -2,850 Closed
BRWA
554
B. Riley Wealth Advisors
Florida
-$253K -2,795 Closed
GC
555
Gratus Capital
Georgia
-$237K -2,625 Closed
PWM
556
Patriot Wealth Management
Texas
-$234K -2,591 Closed
BI
557
Ballast Inc
Kentucky
-$227K -2,504 Closed
MC
558
Middleton & Co
Massachusetts
-$217K -2,401 Closed
HTC
559
Haverford Trust Company
Pennsylvania
-$217K -2,400 Closed
KIA
560
KCM Investment Advisors
California
-$215K -2,380 Closed
EWM
561
Evercore Wealth Management
New York
-$208K -2,299 Closed
SGCA
562
Steel Grove Capital Advisors
Tennessee
-$208K -2,287 Closed
NB
563
Nicolet Bankshares
Wisconsin
-$204K -2,259 Closed
Fiera Capital (Canada)
564
Fiera Capital (Canada)
Quebec, Canada
-$204K -2,255 Closed
AA
565
Ancora Advisors
Ohio
-$164K -1,820 Closed
RCAG
566
Rehmann Capital Advisory Group
Michigan
-$160K -1,769 Closed
LA
567
Legacy Advisors
Pennsylvania
-$148K -1,626 Closed
JFA
568
JNBA Financial Advisors
Minnesota
-$118K -1,303 Closed
MYIA
569
Mount Yale Investment Advisors
Colorado
-$77K -880 Closed
SFM
570
Signet Financial Management
New Jersey
-$61K -679 Closed
VDFA
571
Vickerman & Driscoll Financial Advisors
Washington
-$59K -654 Closed
LWA
572
Lenox Wealth Advisors
New York
-$41K -455 Closed
GIP
573
Granite Investment Partners
California
-$34K -406 Closed
WCM
574
Whitener Capital Management
North Carolina
-$35K -395 Closed
MWPCG
575
Measured Wealth Private Client Group
New Hampshire
-$31K -346 Closed