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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$658K – – –
NFG
252
Nations Financial Group
Iowa
$656K +$34.6K +394 +6%
FB
253
Fulton Bank
Pennsylvania
$653K -$1.23K -14 -0.2%
PTC
254
Private Trust Company
Ohio
$649K -$9.66K -110 -1%
HCA
255
Harbour Capital Advisors
Virginia
$647K +$2.2K +25 +0.3%
FAAS
256
First Allied Advisory Services
California
$642K +$14.8K +168 +2%
FCH
257
Freestone Capital Holdings
Washington
$639K – – –
TWP
258
Total Wealth Planning
Ohio
$632K -$17.9K -204 -3%
MFW
259
Mosaic Family Wealth
Missouri
$624K -$7.82K -89 -1%
BCM
260
BTC Capital Management
Iowa
$614K -$15.6K -178 -3%
TI
261
Truepoint Inc
Ohio
$604K – – –
ZF
262
Zhang Financial
Michigan
$598K – – –
IWC
263
Integrated Wealth Concepts
Massachusetts
$592K +$11.7K +133 +2%
KPW
264
Kore Private Wealth
New York
$589K +$81.7K +930 +16%
FMTC
265
Farmers & Merchants Trust Company
California
$586K – – –
AAM
266
Autus Asset Management
Arizona
$581K +$49.4K +563 +9%
FFN
267
Focus Financial Network
Minnesota
$576K -$15.1K -172 -3%
HB
268
Homrich & Berg
Georgia
$569K +$53.6K +610 +11%
FFG
269
Ford Financial Group
California
$565K -$50.1K -570 -8%
KWM
270
Kingsview Wealth Management
Oregon
$565K +$45.2K +515 +9%
AW
271
ACG Wealth
Georgia
$562K +$5.71K +65 +1%
SAM
272
Silvercrest Asset Management
New York
$559K +$10.6K +121 +2%
CFG
273
Cooper Financial Group
California
$558K +$6.59K +75 +1%
PJSIMP
274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K +$536K +6,102 New
CC
275
Courier Capital
New York
$533K – – –
9 10
11
12 13