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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
251
Fulton Bank
Pennsylvania
$639K -$17.7K -200 -3%
MFW
252
Mosaic Family Wealth
Missouri
$625K -$3.54K -40 -0.6%
HNB
253
Huntington National Bank
Ohio
$625K – – –
KWM
254
Kingsview Wealth Management
Oregon
$623K +$53.9K +608 +10%
TWP
255
Total Wealth Planning
Ohio
$621K -$14.9K -168 -2%
BA
256
Ballew Advisors
Mississippi
$620K -$22K -248 -3%
BCM
257
BTC Capital Management
Iowa
$619K – – –
FUBT
258
First United Bank & Trust
Maryland
$618K -$99.2K -1,120 -14%
TI
259
Truepoint Inc
Ohio
$608K – – –
FMTC
260
Farmers & Merchants Trust Company
California
$590K – – –
HB
261
Homrich & Berg
Georgia
$588K +$15.9K +179 +3%
AAM
262
Autus Asset Management
Arizona
$583K -$1.33K -15 -0.2%
SWM
263
SeaCrest Wealth Management
New York
$582K +$575K +6,486 New
CC
264
Courier Capital
New York
$580K +$58.3K +658 +11%
FFN
265
Focus Financial Network
Minnesota
$574K -$4.87K -55 -0.9%
ZF
266
Zhang Financial
Michigan
$574K -$26.8K -302 -5%
SAM
267
Silvercrest Asset Management
New York
$563K – – –
MGIA
268
Moneta Group Investment Advisors
Missouri
$560K -$688K -7,770 -55%
MWM
269
Mission Wealth Management
California
$558K +$89.2K +1,007 +19%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$547K – – –
CFG
271
Cooper Financial Group
California
$546K -$15.6K -176 -3%
FAAS
272
First Allied Advisory Services
California
$545K -$100K -1,130 -16%
NPF
273
Norris Perne & French
Michigan
$537K +$974 +11 +0.2%
KPW
274
Kore Private Wealth
New York
$535K -$48.2K -544 -8%
APP
275
Avantax Planning Partners
Iowa
$526K – – –
9 10
11
12 13