We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Belpointe Asset Management
Nevada
– -$109K -1,143 Closed
ACM
627
Anfield Capital Management
California
– -$106K -1,101 Closed
JGIA
628
Jackson Grant Investment Advisers
Connecticut
– -$71K -754 Closed
FMTCOCP
629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$66K -700 Closed
WQ
630
Wealth Quarterback
New Jersey
– -$64K -675 Closed
BAMG
631
Brand Asset Management Group
Missouri
– -$58K -613 Closed
CCP
632
Clarkston Capital Partners
Michigan
– -$56K -592 Closed
EP
633
Eudaimonia Partners
Tennessee
– -$44K -460 Closed
SIC
634
Samalin Investment Counsel
New York
– -$41K -437 Closed
THWM
635
Taylor Hoffman Wealth Management
Virginia
– -$36K -375 Closed
PWP
636
Personal Wealth Partners
Minnesota
– -$35K -370 Closed
LWM
637
Lionsbridge Wealth Management
Florida
– -$33K -355 Closed
Deutsche Bank
638
Deutsche Bank
Germany
– -$33K -350 Closed
LFA
639
Lighthouse Financial Advisors
Maryland
– -$28K -301 Closed
TI
640
tru Independence
Oregon
– -$18K -276 Closed
DC
641
DeDora Capital
California
– -$26K -274 Closed
RWA
642
Ropes Wealth Advisors
Massachusetts
– -$22K -232 Closed
HWM
643
Howard Wealth Management
Connecticut
– -$18K -191 Closed
LWA
644
LWS Wealth Advisors
New Jersey
– -$16K -166 Closed
TF
645
TimeScale Financial
Massachusetts
– -$13.1K -153 Closed
NG
646
NWK Group
California
– -$14K -151 Closed
BCI
647
Brinker Capital Investments
Pennsylvania
– -$11K -112 Closed
LWM
648
Lenox Wealth Management
Ohio
– -$9K -91 Closed
HFM
649
Hartford Financial Management
Connecticut
– -$8K -80 Closed
TCM
650
TD Capital Management
Tennessee
– -$7K -77 Closed