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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
251
Prestige Wealth Management Group
New Jersey
$613K -$26.9K -319 -4%
BCM
252
BTC Capital Management
Iowa
$613K – – –
FAAS
253
First Allied Advisory Services
California
$611K -$62.7K -744 -10%
NFG
254
Nations Financial Group
Iowa
$605K +$20.6K +244 +4%
FFG
255
Ford Financial Group
California
$600K -$275K -3,261 -32%
TI
256
Truepoint Inc
Ohio
$589K – – –
CAM
257
Cubic Asset Management
Massachusetts
$585K -$53.9K -639 -9%
ZF
258
Zhang Financial
Michigan
$582K – – –
FFN
259
Focus Financial Network
Minnesota
$576K +$559K +6,629 New
FMTC
260
Farmers & Merchants Trust Company
California
$571K – – –
IWC
261
Integrated Wealth Concepts
Massachusetts
$566K +$10.4K +123 +2%
AW
262
ACG Wealth
Georgia
$542K -$20.5K -243 -4%
GVAG
263
Great Valley Advisor Group
Delaware
$540K +$2.87K +34 +0.5%
CGA
264
Crescent Grove Advisors
Illinois
$538K – – –
CFG
265
Cooper Financial Group
California
$537K -$89.1K -1,056 -15%
SAM
266
Silvercrest Asset Management
New York
$534K -$16K -190 -3%
MAM
267
Meeder Asset Management
Ohio
$532K -$2.02M -23,906 -80%
AFP
268
Ausdal Financial Partners
Iowa
$527K +$5.9K +70 +1%
BB
269
Busey Bank
Illinois
$527K +$134K +1,592 +36%
CC
270
Courier Capital
New York
$520K – – –
AAM
271
Autus Asset Management
Arizona
$518K -$49.5K -587 -9%
NPF
272
Norris Perne & French
Michigan
$518K – – –
APP
273
Avantax Planning Partners
Iowa
$509K -$2.87K -34 -0.6%
KWM
274
Kingsview Wealth Management
Oregon
$506K +$38.6K +458 +9%
HB
275
Homrich & Berg
Georgia
$501K -$99.3K -1,178 -17%
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