We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PD
601
Planning Directions
Pennsylvania
$307K +$317K +2,434 New
FLI
602
Family Legacy Inc
South Carolina
$306K -$2.87K -22 -0.9%
SWA
603
Strategies Wealth Advisors
Michigan
$305K +$315K +2,420 New
JIC
604
Joel Isaacson & Co
New York
$305K +$130 +1 +0%
EWM
605
Empirical Wealth Management
Washington
$304K +$315K +2,416 New
KFI
606
Key Financial Inc
Pennsylvania
$296K – – –
PFG
607
Pacific Financial Group
Washington
$294K – – –
MWM
608
Mission Wealth Management
California
$293K +$30.6K +235 +11%
PIMG
609
Patriot Investment Management Group
Tennessee
$291K – – –
NB
610
NBT Bank
New York
$291K – – –
PP
611
Postrock Partners
Oregon
$290K +$18K +138 +6%
CF
612
Corebridge Financial
Texas
$290K -$39.1K -300 -12%
TF
613
Theory Financial
Colorado
$289K – – –
VCA
614
Verdence Capital Advisors
Maryland
$287K +$45.3K +348 +18%
KL
615
KilterHowling LLC
Colorado
$287K +$1.17K +9 +0.4%
OP
616
ORG Partners
Indiana
$286K -$44.8K -344 -13%
SCTC
617
Sanibel Captiva Trust Company
Florida
$286K – – –
AFC
618
AFT Forsyth & Company
Florida
$286K +$260 +2 +0.1%
RFN
619
RDA Financial Network
Iowa
$285K – – –
FB
620
Fulton Bank
Pennsylvania
$279K – – –
AG
621
AlTi Global
New York
$278K +$391 +3 +0.1%
JWCA
622
J.W. Cole Advisors
Florida
$278K -$138K -1,058 -32%
CIA
623
Cape Investment Advisory
Georgia
$277K +$781 +6 +0.3%
S
624
SignatureFD
Georgia
$276K +$92.6K +711 +48%
ESB
625
Essex Savings Bank
Connecticut
$273K – – –