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
LFS
601
Legacy Financial Strategies
Kansas
$259K – – –
OAM
602
Oppenheimer Asset Management
New York
$259K -$5.74M -48,768 -96%
EI
603
Ellevest Inc
New York
$257K +$942 +8 +0.4%
MAM
604
Marotta Asset Management
Virginia
$256K -$2.83K -24 -1%
LFAS
605
Level Four Advisory Services
Texas
$256K – – –
RWMH
606
Riverpoint Wealth Management Holdings
Illinois
$255K – – –
SDJVC
607
St. Denis J. Villere & Co
Louisiana
$255K – – –
MCA
608
Maryland Capital Advisors
Maryland
$254K – – –
SFG
609
SNS Financial Group
Minnesota
$253K -$92.2K -783 -28%
DFG
610
Delta Financial Group
New Jersey
$253K +$471 +4 +0.2%
DWT
611
Dorsey & Whitney Trust
South Dakota
$251K – – –
AA
612
Aire Advisors
California
$251K +$353 +3 +0.2%
WP
613
WealthShield Partners
North Carolina
$251K -$1.77K -15 -0.7%
RDFA
614
Ritter Daniher Financial Advisory
Ohio
$249K – – –
CW
615
CreativeOne Wealth
Kansas
$249K +$234K +1,987 New
FAM
616
Forte Asset Management
New York
$249K +$234K +1,985 New
GC
617
Grimes & Company
Massachusetts
$248K -$19.8K -168 -8%
EIA
618
Edgemoor Investment Advisors
Maryland
$248K -$13.5K -115 -5%
IIC
619
Ironwood Investment Counsel
Arizona
$247K – – –
PPP
620
Private Portfolio Partners
New Jersey
$245K -$14.5K -123 -6%
MWM
621
Maripau Wealth Management
Indiana
$244K -$1.18K -10 -0.5%
EPWM
622
Essex Private Wealth Management
Massachusetts
$244K – – –
PL
623
Plancorp LLC
Missouri
$243K +$228K +1,940 New
PCA
624
Prosperity Capital Advisors
Ohio
$243K +$228K +1,940 New
MA
625
MONECO Advisors
Connecticut
$243K – – –
23 24
25
26 27