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
AA
601
Auxano Advisors
Washington
$203K +$199K +1,694 New
APW
602
Aurora Private Wealth
New Jersey
$201K – – –
MAM
603
Madison Asset Management
Wisconsin
$201K – – –
CF
604
Centaurus Financial
California
$200K -$100K -850 -34%
JWCA
605
J.W. Coons Advisors
Ohio
$200K +$118 +1 +0.1%
GWS
606
Glassman Wealth Services
Virginia
$186K +$1.88K +16 +1%
HFS
607
HBC Financial Services
Washington
$184K – – –
COCM
608
Charter Oak Capital Management
New Hampshire
$183K +$118 +1 +0.1%
GC
609
Garde Capital
Washington
$176K – – –
CCM
610
Covington Capital Management
California
$160K – – –
AIM
611
Anchor Investment Management
South Carolina
$160K – – –
FFC
612
First Financial Corp
Indiana
$155K +$148K +1,253 +2,914%
KFI
613
Key Financial Inc
Pennsylvania
$153K – – –
HBW
614
Hazlett, Burt & Watson
West Virginia
$150K +$148K +1,256 New
PWMG
615
Prestige Wealth Management Group
New Jersey
$148K – – –
BBHC
616
Brown Brothers Harriman & Co
New York
$147K +$24.6K +209 +20%
FPS
617
Fieldpoint Private Securities
Connecticut
$146K +$5.42K +46 +4%
S
618
SignatureFD
Georgia
$141K -$33.6K -285 -19%
CBT
619
CoreFirst Bank & Trust
Kansas
$138K – – –
WB
620
West Bancorporation
Iowa
$131K +$32.4K +275 +33%
ARIS
621
Advanced Research Investment Solutions
California
$131K +$129K +1,098 New
SWM
622
Sugarloaf Wealth Management
Georgia
$130K +$5.18K +44 +4%
AAP
623
Arax Advisory Partners
Colorado
$127K -$41.3M -350,532 -100%
TAM
624
Townsend Asset Management
North Carolina
$127K +$471 +4 +0.4%
ST
625
Smithfield Trust
Pennsylvania
$124K – – –
23 24
25
26 27