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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$623K +$53.9K +608 +10%
TWP
252
Total Wealth Planning
Ohio
$621K -$14.9K -168 -2%
BA
253
Ballew Advisors
Mississippi
$620K -$22K -248 -3%
BCM
254
BTC Capital Management
Iowa
$619K – – –
FUBT
255
First United Bank & Trust
Maryland
$618K -$99.2K -1,120 -14%
TI
256
Truepoint Inc
Ohio
$608K – – –
FMTC
257
Farmers & Merchants Trust Company
California
$590K – – –
HB
258
Homrich & Berg
Georgia
$588K +$15.9K +179 +3%
AAM
259
Autus Asset Management
Arizona
$583K -$1.33K -15 -0.2%
SWM
260
SeaCrest Wealth Management
New York
$582K +$575K +6,486 New
CC
261
Courier Capital
New York
$580K +$58.3K +658 +11%
FFN
262
Focus Financial Network
Minnesota
$574K -$4.87K -55 -0.9%
ZF
263
Zhang Financial
Michigan
$574K -$26.8K -302 -5%
SAM
264
Silvercrest Asset Management
New York
$563K – – –
MGIA
265
Moneta Group Investment Advisors
Missouri
$560K -$688K -7,770 -55%
MWM
266
Mission Wealth Management
California
$558K +$89.2K +1,007 +19%
PJSIMP
267
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547K – – –
CFG
268
Cooper Financial Group
California
$546K -$15.6K -176 -3%
FAAS
269
First Allied Advisory Services
California
$545K -$100K -1,130 -16%
NPF
270
Norris Perne & French
Michigan
$537K +$974 +11 +0.2%
KPW
271
Kore Private Wealth
New York
$535K -$48.2K -544 -8%
APP
272
Avantax Planning Partners
Iowa
$526K – – –
DWA
273
Douglass Winthrop Advisors
New York
$511K -$5.32K -60 -1%
CAM
274
Cubic Asset Management
Massachusetts
$508K -$1.86K -21 -0.4%
FNBT
275
FineMark National Bank & Trust
Florida
$498K +$23.2K +262 +5%
9 10
11
12 13