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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
251
First Allied Advisory Services
California
$593K -$59.9K -716 -8%
AWM
252
AE Wealth Management
Kansas
$589K -$17.6M -210,543 -96%
NFG
253
Next Financial Group
Texas
$586K +$635K +7,595 +9,377%
MFW
254
Mosaic Family Wealth
Missouri
$582K +$29.2K +349 +5%
CAL
255
Capital Analysts LLC
Pennsylvania
$579K +$16.2K +194 +3%
RJT
256
Raymond James Trust
Florida
$575K +$225K +2,692 +56%
LB
257
Legacy Bridge
Iowa
$575K +$630K +7,530 New
HCA
258
Harbour Capital Advisors
Virginia
$573K +$627K +7,500 New
MC
259
Mathes Company
New York
$572K +$272K +3,250 +77%
SFM
260
Systematic Financial Management
New Jersey
$567K +$613K +7,329 +7,185%
TWP
261
Total Wealth Planning
Ohio
$566K +$620K +7,416 New
CAM
262
Cubic Asset Management
Massachusetts
$563K +$121K +1,443 +24%
PWMG
263
Prestige Wealth Management Group
New Jersey
$563K +$617K +7,376 New
FCH
264
Freestone Capital Holdings
Washington
$555K +$8.37K +100 +1%
CFG
265
Cooper Financial Group
California
$553K +$606K +7,242 New
BCM
266
BTC Capital Management
Iowa
$539K – – –
HB
267
Homrich & Berg
Georgia
$531K -$10.1K -121 -2%
TI
268
Truepoint Inc
Ohio
$518K – – –
NFG
269
Nations Financial Group
Iowa
$513K +$34.7K +415 +7%
ZF
270
Zhang Financial
Michigan
$512K – – –
DWA
271
Douglass Winthrop Advisors
New York
$508K – – –
PTC
272
Private Trust Company
Ohio
$506K +$66.3K +793 +14%
FMTC
273
Farmers & Merchants Trust Company
California
$502K +$550K +6,579 New
AAM
274
Autus Asset Management
Arizona
$500K -$5.44K -65 -1%
AW
275
ACG Wealth
Georgia
$495K +$230K +2,747 +74%
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