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
PFM
601
Peak Financial Management
Massachusetts
$254K – – –
TF
602
Theory Financial
Colorado
$253K -$87K -716 -25%
RFN
603
RDA Financial Network
Iowa
$253K -$5.59K -46 -2%
GC
604
Grimes & Company
Massachusetts
$252K +$13.5K +111 +6%
FTWA
605
Fifth Third Wealth Advisors
Ohio
$252K -$15.1K -124 -6%
PMFA
606
Plante Moran Financial Advisors
Michigan
$250K +$20.1K +165 +9%
SW
607
SkyOak Wealth
Michigan
$250K -$50.1K -412 -17%
LFS
608
Legacy Financial Strategies
Kansas
$249K – – –
RA
609
Ruggaard & Associates
Ohio
$248K -$102K -843 -29%
RWMH
610
Riverpoint Wealth Management Holdings
Illinois
$246K – – –
NRI
611
NFP Retirement Inc
California
$246K -$5.47K -45 -2%
MCA
612
Maryland Capital Advisors
Maryland
$245K – – –
WWM
613
Western Wealth Management
Colorado
$245K -$45K -370 -15%
WA
614
Wealth Alliance
New York
$242K +$244K +2,007 New
SFG
615
SNS Financial Group
Minnesota
$242K -$1.7K -14 -0.7%
DWT
616
Dorsey & Whitney Trust
South Dakota
$242K – – –
AT
617
American Trust
Kentucky
$241K +$243K +1,998 New
DAS
618
Dynamic Advisor Solutions
Arizona
$240K -$39.3K -323 -14%
RDFA
619
Ritter Daniher Financial Advisory
Ohio
$240K – – –
FAM
620
Forte Asset Management
New York
$240K – – –
EIA
621
Edgemoor Investment Advisors
Maryland
$239K – – –
DIA
622
Dana Investment Advisors
Wisconsin
$239K -$32.7K -269 -12%
IIC
623
Ironwood Investment Counsel
Arizona
$238K – – –
SC
624
SouthState Corp
Florida
$238K +$51.6K +425 +28%
FHB
625
First Hawaiian Bank
Hawaii
$237K +$23K +189 +11%
23 24
25
26 27