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
AWG
626
Altus Wealth Group
Colorado
$284K – – –
ECG
627
Edge Capital Group
Georgia
$284K – – –
CIA
628
Cape Investment Advisory
Georgia
$283K +$6.02K +45 +2%
HT
629
Headlands Technologies
Illinois
$283K +$293K +2,189 New
DRP
630
Decker Retirement Planning
Utah
$282K +$292K +2,179 New
ESB
631
Essex Savings Bank
Connecticut
$281K +$28.1K +210 +11%
PP
632
Postrock Partners
Oregon
$280K +$290K +2,168 New
AA
633
Aire Advisors
California
$279K +$803 +6 +0.3%
FWMP
634
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$278K +$288K +2,153 New
LKWM
635
Lee-Kelleher Wealth Management
Maryland
$276K +$286K +2,135 New
NFA
636
Northwest Financial Advisors
Virginia
$276K +$159K +1,191 +126%
RFG
637
REAP Financial Group
Texas
$274K -$27.4K -205 -9%
CAG
638
Crestwood Advisors Group
Massachusetts
$272K +$10K +75 +4%
ATC
639
Argent Trust Co
Tennessee
$272K – – –
PFM
640
Peak Financial Management
Massachusetts
$272K – – –
MWM
641
Mission Wealth Management
California
$270K -$3.61K -27 -1%
TWM
642
Topsail Wealth Management
North Carolina
$268K +$277K +2,070 New
GAB
643
German American Bancorp
Indiana
$267K -$26.5K -198 -9%
MFG
644
MidWestOne Financial Group
Iowa
$267K -$164K -1,223 -37%
SW
645
SkyOak Wealth
Michigan
$267K -$669 -5 -0.2%
LFS
646
Legacy Financial Strategies
Kansas
$267K – – –
USB
647
Union Savings Bank
Connecticut
$266K -$5.35K -40 -2%
RA
648
Ruggaard & Associates
Ohio
$266K – – –
MWM
649
Modern Wealth Management
Kansas
$264K +$273K +2,041 New
D
650
Dentgroup
Louisiana
$264K -$46.4K -347 -15%
24 25
26
27 28