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
BFPW
676
BOK Financial Private Wealth
Colorado
$103K – – –
DSC
677
Duncker Streett & Co
Missouri
$101K – – –
FRA
678
Front Row Advisors
California
$101K +$89.6K +854 +783%
HPC
679
HM Payson & Co
Maine
$100K +$60.6K +578 +154%
FFA
680
Farther Finance Advisors
California
$95.3K +$94.9K +905 New
ACA
681
Aptus Capital Advisors
Alabama
$92.8K – – –
OHWP
682
Oak Harbor Wealth Partners
North Carolina
$88.2K +$420 +4 +0.5%
EWM
683
EPG Wealth Management
Georgia
$87.5K +$315 +3 +0.4%
MFA
684
McClarren Financial Advisors
Pennsylvania
$86K +$524 +5 +0.6%
NIC
685
Northwest Investment Counselors
Oregon
$84.5K +$19.1K +182 +29%
S
686
SignatureFD
Georgia
$81.2K -$31.3K -298 -28%
IBOK
687
Independence Bank of Kentucky
Kentucky
$81K – – –
TC
688
Trust Company
Kansas
$80K – – –
SFC
689
SYM Financial Corp
Indiana
$76.4K +$27.8K +265 +58%
AAG
690
Armstrong Advisory Group
Massachusetts
$75.6K +$75.3K +718 New
DWMG
691
DB Wealth Management Group
California
$75.4K – – –
OC
692
Oakworth Capital
Alabama
$73.5K – – –
BWM
693
Baystate Wealth Management
Massachusetts
$73K -$9.23K -88 -11%
NSIM
694
North Star Investment Management
Illinois
$72.8K – – –
MCC
695
Money Concepts Capital
Florida
$72.5K +$67.1K +640 +1,333%
CPA
696
Cardiff Park Advisors
California
$67.9K +$734 +7 +1%
CSWM
697
Cassady Schiller Wealth Management
Ohio
$67.2K +$66.9K +638 New
BAAM
698
Baker Avenue Asset Management
California
$65K +$64.7K +617 New
PWM
699
Provident Wealth Management
Tennessee
$62.8K – – –
OIA
700
Optimum Investment Advisors
Illinois
$62.3K – – –
26 27
28
29 30