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
KHC
751
Koesten Hirschmann & Crabtree
Kansas
$143K – – –
PWMG
752
Prestige Wealth Management Group
New Jersey
$141K – – –
EWP
753
Elevation Wealth Partners
California
$138K -$53K -396 -27%
PA
754
Pineridge Advisors
Missouri
$135K -$20.7K -155 -13%
SWM
755
Sugarloaf Wealth Management
Georgia
$135K – – –
HNW
756
High Note Wealth
Minnesota
$134K +$139K +1,037 New
ST
757
Smithfield Trust
Pennsylvania
$133K – – –
KWAG
758
Kiely Wealth Advisory Group
North Carolina
$132K – – –
CIAS
759
Capital Investment Advisory Services
North Carolina
$130K +$15.1K +113 +13%
HNB
760
Hilltop National Bank
Wyoming
$126K – – –
DSC
761
Duncker Streett & Co
Missouri
$124K – – –
SIM
762
Synergy Investment Management
Florida
$122K +$126K +940 New
MCA
763
Midwest Capital Advisors
Michigan
$117K +$121K +905 New
SS
764
Sunbelt Securities
Texas
$116K +$1.47K +11 +1%
CCM
765
Cutler Capital Management
Massachusetts
$115K – – –
CBT
766
CoreFirst Bank & Trust
Kansas
$112K -$10.3K -77 -8%
OHWP
767
Oak Harbor Wealth Partners
North Carolina
$111K -$134 -1 -0.1%
OW
768
Olistico Wealth
Oklahoma
$109K +$134 +1 +0.1%
HPIA
769
Hamilton Point Investment Advisors
North Carolina
$105K – – –
PK
770
Pflug Koory
Nebraska
$105K – – –
RIA
771
Realta Investment Advisors
Delaware
$104K +$103K +772 +2,969%
CFD
772
Creative Financial Designs
Indiana
$102K – – –
BFS
773
Bare Financial Services
Pennsylvania
$101K – – –
HIW
774
Holos Integrated Wealth
Pennsylvania
$99.2K +$103K +767 New
LDB
775
Lee, Danner & Bass
Tennessee
$99.2K +$103K +767 New
29 30
31
32 33