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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
301
Bradley Foster & Sargent
Connecticut
$955K -$91.1K -835 -8%
CB
302
Centennial Bank
Arkansas
$952K +$136K +1,250 +16%
JF
303
JSF Financial
California
$945K -$58.9K -540 -6%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$943K -$296K -2,717 -23%
VCM
305
Viewpoint Capital Management
Washington
$943K -$24.5K -225 -2%
FNT
306
First National Trust
Pennsylvania
$940K -$81.1K -743 -8%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$940K +$10.5K +96 +1%
RJT
308
Raymond James Trust
Florida
$925K -$72.8K -667 -7%
TCA
309
Transcend Capital Advisors
New Jersey
$921K -$21.2K -194 -2%
MCM
310
MV Capital Management
Maryland
$915K +$65.4K +599 +7%
FWP
311
Falcon Wealth Planning
California
$901K -$6.22K -57 -0.7%
CCG
312
Cypress Capital Group
Florida
$900K +$110K +1,006 +13%
PC
313
Port Capital
Illinois
$892K -$50.8K -466 -5%
WTB
314
Washington Trust Bank
Washington
$892K -$1.77M -16,190 -66%
BA
315
Ballew Advisors
Mississippi
$887K -$72.4K -664 -7%
GTAM
316
Global Trust Asset Management
Florida
$886K -$6K -55 -0.7%
WI
317
Wedgewood Investors
Pennsylvania
$873K – – –
FTWA
318
Fifth Third Wealth Advisors
Ohio
$864K +$804K +7,373 New
FFG
319
Fullen Financial Group
Ohio
$861K +$4.25K +39 +0.5%
WIM
320
Warwick Investment Management
Texas
$850K – – –
SFWC
321
Strategic Family Wealth Counselors
New Jersey
$850K +$873K +8,005 New
KWM
322
Kingsview Wealth Management
Oregon
$845K -$8.07K -74 -0.9%
AFP
323
Ausdal Financial Partners
Iowa
$844K -$168K -1,541 -16%
PMG
324
Private Management Group
California
$842K – – –
PFT
325
Providence First Trust
Arizona
$832K – – –
11 12
13
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