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
RFG
801
REAP Financial Group
Texas
$218K +$158 +1 +0.1%
AC
802
AlphaCore Capital
California
$218K – – –
CPSAC
803
Chas P. Smith & Associates (CPS)
Florida
$217K +$208K +1,319 New
EFG
804
Everhart Financial Group
Ohio
$217K +$208K +1,318 New
WCL
805
Wealth Care LLC
Florida
$216K +$208K +1,315 New
PCS
806
Personal CFO Solutions
New Jersey
$216K +$207K +1,311 New
OA
807
Operose Advisors
Wisconsin
$215K +$133K +841 +181%
AIM
808
Anchor Investment Management
South Carolina
$215K – – –
WAL
809
W Advisors LLC
Tennessee
$214K +$206K +1,303 New
BBA
810
BLB&B Advisors
Pennsylvania
$214K +$205K +1,301 New
CF
811
Centaurus Financial
California
$214K +$3.47K +22 +2%
TBWA
812
Three Bridge Wealth Advisors
California
$214K +$205K +1,300 New
CA
813
Continuum Advisory
Idaho
$214K +$205K +1,298 New
FCFC
814
First Citizens Financial Corp
Iowa
$213K +$205K +1,297 New
MWA
815
Monograph Wealth Advisors
California
$213K +$205K +1,296 New
PAA
816
Peregrine Asset Advisers
Oregon
$213K +$204K +1,292 New
SAM
817
Synergy Asset Management
Washington
$212K -$44.5K -282 -18%
MHWM
818
Montz Harcus Wealth Management
Louisiana
$212K +$203K +1,289 New
OC
819
Oakworth Capital
Alabama
$211K – – –
SRC
820
Shufro Rose & Co
New York
$211K +$202K +1,283 New
WB
821
West Bancorporation
Iowa
$210K -$147K -930 -42%
SDWMA
822
Schneider Downs Wealth Management Advisors
Pennsylvania
$210K +$202K +1,278 New
TWM
823
Tanager Wealth Management
United Kingdom
$210K +$202K +1,278 New
FT
824
Fiduciary Trust
Massachusetts
$210K -$23K -146 -10%
BTIM
825
BancFirst Trust & Investment Management
Oklahoma
$210K +$201K +1,271 New
31 32
33
34 35