We are live on ! Find out more
IWS icon

iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
Regal Investment Advisors
Michigan
$344K +$40.4K +272 +13%
LWCFA
627
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K
ATC
628
Argent Trust Co
Tennessee
$342K +$24.5K +165 +8%
EWM
629
Elevation Wealth Management
Minnesota
$338K -$10.7K -72 -3%
KL
630
KilterHowling LLC
Colorado
$338K +$1.04K +7 +0.3%
NB
631
NBT Bank
New York
$336K
PP
632
Postrock Partners
Oregon
$336K
TWM
633
Thryve Wealth Management
Texas
$334K -$60K -404 -15%
TF
634
Theory Financial
Colorado
$334K
MIC
635
Means Investment Company
Maine
$334K -$1.78K -12 -0.5%
BWM
636
BCGM Wealth Management
Indiana
$332K +$148 +1 +0%
CFG
637
Citizens Financial Group
Rhode Island
$332K -$742 -5 -0.2%
RFN
638
RDA Financial Network
Iowa
$330K
RBFC
639
Roman Butler Fullerton & Co
Missouri
$328K +$297 +2 +0.1%
UAG
640
United Advisor Group
Ohio
$328K -$59.1K -398 -15%
WB
641
West Bancorporation
Iowa
$322K +$328K +2,208 New
EGWAG
642
Elwood & Goetz Wealth Advisory Group
Georgia
$320K
AA
643
Aire Advisors
California
$319K +$297 +2 +0.1%
ESB
644
Essex Savings Bank
Connecticut
$316K
CAG
645
Crestwood Advisors Group
Massachusetts
$314K +$7.57K +51 +2%
LKWM
646
Lee-Kelleher Wealth Management
Maryland
$311K
KFAS
647
Keating Financial Advisory Services
Kansas
$311K
A
648
Argentarii
Ohio
$310K +$15.7K +106 +5%
DWM
649
Diversify Wealth Management
Utah
$305K +$294K +1,980 New
CIBC World Market
650
CIBC World Market
Ontario, Canada
$304K +$85.3K +575 +38%