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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
251
Next Financial Group
Texas
$586K +$635K +7,595 +9,377%
MFW
252
Mosaic Family Wealth
Missouri
$582K +$29.2K +349 +5%
CAL
253
Capital Analysts LLC
Pennsylvania
$579K +$16.2K +194 +3%
RJT
254
Raymond James Trust
Florida
$575K +$225K +2,692 +56%
LB
255
Legacy Bridge
Iowa
$575K +$630K +7,530 New
HCA
256
Harbour Capital Advisors
Virginia
$573K +$627K +7,500 New
MC
257
Mathes Company
New York
$572K +$272K +3,250 +77%
SFM
258
Systematic Financial Management
New Jersey
$567K +$613K +7,329 +7,185%
TWP
259
Total Wealth Planning
Ohio
$566K +$620K +7,416 New
CAM
260
Cubic Asset Management
Massachusetts
$563K +$121K +1,443 +24%
PWMG
261
Prestige Wealth Management Group
New Jersey
$563K +$617K +7,376 New
FCH
262
Freestone Capital Holdings
Washington
$555K +$8.37K +100 +1%
CFG
263
Cooper Financial Group
California
$553K +$606K +7,242 New
BCM
264
BTC Capital Management
Iowa
$539K – – –
HB
265
Homrich & Berg
Georgia
$531K -$10.1K -121 -2%
TI
266
Truepoint Inc
Ohio
$518K – – –
NFG
267
Nations Financial Group
Iowa
$513K +$34.7K +415 +7%
ZF
268
Zhang Financial
Michigan
$512K – – –
DWA
269
Douglass Winthrop Advisors
New York
$508K – – –
PTC
270
Private Trust Company
Ohio
$506K +$66.3K +793 +14%
FMTC
271
Farmers & Merchants Trust Company
California
$502K +$550K +6,579 New
AAM
272
Autus Asset Management
Arizona
$500K -$5.44K -65 -1%
AW
273
ACG Wealth
Georgia
$495K +$230K +2,747 +74%
IWC
274
Integrated Wealth Concepts
Massachusetts
$488K +$62K +741 +13%
SAM
275
Silvercrest Asset Management
New York
$484K -$12.1K -145 -2%
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11
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