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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
276
Port Capital
Illinois
$953K +$1.95K +17 +0.2%
BCM
277
Brookstone Capital Management
Illinois
$952K -$2.7M -23,537 -74%
PFT
278
Providence First Trust
Arizona
$943K – – –
ASN
279
Advisory Services Network
Georgia
$943K +$37.4K +326 +4%
FFG
280
Fullen Financial Group
Ohio
$939K +$2.41K +21 +0.3%
SIA
281
Stegner Investment Associates
Kentucky
$937K -$54K -471 -5%
MMA
282
Miracle Mile Advisors
California
$922K -$168K -1,468 -15%
B
283
Bailard
California
$920K – – –
PMG
284
Private Management Group
California
$912K -$5.73K -50 -0.6%
NP
285
NorthRock Partners
Minnesota
$911K -$1.03K -9 -0.1%
FMN
286
Financial Management Network
California
$906K -$20.3K -177 -2%
LW
287
Linscomb Wealth
Texas
$898K – – –
BPA
288
Beacon Pointe Advisors
California
$893K -$160K -1,394 -15%
MC
289
Mathes Company
New York
$879K -$57.3K -500 -6%
DI
290
DAGCO Inc
Ohio
$866K -$28.8K -251 -3%
CBN
291
Cadence Bank NA
Texas
$865K – – –
SSB
292
Sandy Spring Bank
Maryland
$864K +$55K +480 +7%
DADC
293
D.A. Davidson & Co
Montana
$861K +$24.2K +211 +3%
CFG
294
Cooper Financial Group
California
$839K -$63.4K -553 -7%
CG
295
Colony Group
Massachusetts
$836K +$85.6K +747 +11%
GL
296
Graypoint LLC
New York
$835K – – –
CL
297
Cabana LLC
Arkansas
$832K +$830K +7,236 New
IWM
298
IHT Wealth Management
Illinois
$823K -$33.4K -291 -4%
GM
299
GeoWealth Management
Illinois
$822K +$140K +1,222 +21%
PTC
300
Private Trust Company
Ohio
$811K -$23.8K -208 -3%
10 11
12
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