We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Shelton Wealth Management
Texas
$236K +$230K +1,928 New
AT
577
American Trust
Kentucky
$236K +$230K +1,930 New
Deutsche Bank
578
Deutsche Bank
Germany
$230K – – –
SC
579
Steph & Co
Wisconsin
$230K – – –
GIA
580
GHP Investment Advisors
Colorado
$230K +$1.43K +12 +0.6%
AWM
581
Apollon Wealth Management
South Carolina
$230K +$224K +1,877 New
MWM
582
Modera Wealth Management
New Jersey
$229K +$3.82K +32 +2%
CWM
583
Congress Wealth Management
Massachusetts
$229K +$224K +1,876 New
SIC
584
Sigma Investment Counselors
Michigan
$226K – – –
DT
585
Diversified Trust
Tennessee
$226K +$220K +1,843 New
NB
586
Northwest Bancshares
Pennsylvania
$225K – – –
PPP
587
Private Portfolio Partners
New Jersey
$224K +$119 +1 +0.1%
RDFA
588
Ritter Daniher Financial Advisory
Ohio
$222K – – –
CA
589
Cornerstone Advisory
Maryland
$222K +$216K +1,808 New
MWP
590
Madison Wealth Partners
Wisconsin
$220K +$215K +1,800 New
FMC
591
First Merchants Corp
Indiana
$217K – – –
WWM
592
Western Wealth Management
Colorado
$217K +$211K +1,767 New
FHB
593
First Hawaiian Bank
Hawaii
$217K +$212K +1,773 New
LWAC
594
Laurel Wealth Advisors (California)
California
$216K +$211K +1,764 New
LWAM
595
Legacy Wealth Asset Management
Minnesota
$216K +$211K +1,769 New
LFAS
596
Level Four Advisory Services
Texas
$216K +$211K +1,769 New
FBFS
597
First Business Financial Services
Wisconsin
$212K +$207K +1,735 New
FCFS
598
First Command Financial Services
Texas
$210K – – –
JWCA
599
J.W. Coons Advisors
Ohio
$206K +$200K +1,672 New
MAM
600
Madison Asset Management
Wisconsin
$206K +$201K +1,684 New