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
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K – – –
LKWM
627
Lee-Kelleher Wealth Management
Maryland
$269K – – –
HT
628
Headlands Technologies
Illinois
$268K -$7.55K -58 -3%
NFA
629
Northwest Financial Advisors
Virginia
$267K -$1.82K -14 -0.7%
CG
630
Caprock Group
Idaho
$266K +$275K +2,114 New
CAG
631
Crestwood Advisors Group
Massachusetts
$265K – – –
ATC
632
Argent Trust Co
Tennessee
$265K – – –
PFM
633
Peak Financial Management
Massachusetts
$265K – – –
NL
634
NWAM LLC
Washington
$264K -$20.8K -160 -7%
GS
635
GTS Securities
Florida
$263K +$272K +2,091 New
DFG
636
Delta Financial Group
New Jersey
$261K +$521 +4 +0.2%
LFS
637
Legacy Financial Strategies
Kansas
$261K – – –
USB
638
Union Savings Bank
Connecticut
$259K – – –
SW
639
SkyOak Wealth
Michigan
$259K -$651 -5 -0.2%
RA
640
Ruggaard & Associates
Ohio
$259K – – –
AWG
641
Altus Wealth Group
Colorado
$258K -$19.4K -149 -7%
D
642
Dentgroup
Louisiana
$257K -$260 -2 -0.1%
MWM
643
Modern Wealth Management
Kansas
$256K -$651 -5 -0.2%
RWMH
644
Riverpoint Wealth Management Holdings
Illinois
$256K – – –
MCA
645
Maryland Capital Advisors
Maryland
$255K – – –
RIA
646
Regal Investment Advisors
Michigan
$255K -$24.3K -187 -8%
RBFC
647
Roman Butler Fullerton & Co
Missouri
$255K +$391 +3 +0.1%
DWT
648
Dorsey & Whitney Trust
South Dakota
$253K -$88.2K -677 -25%
WP
649
WealthShield Partners
North Carolina
$252K – – –
MAM
650
Marotta Asset Management
Virginia
$252K +$37.1K +285 +18%
24 25
26
27 28