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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
326
Clearwave Capital
California
$1.5M -$91.8K -582 -6%
PTC
327
Private Trust Company
Ohio
$1.5M +$34.2K +217 +2%
SFA
328
Sequoia Financial Advisors
Ohio
$1.49M +$181K +1,146 +14%
FI
329
FWG Investments
Kentucky
$1.47M -$178K -1,127 -11%
CWMP
330
Clarion Wealth Managment Partners
Virginia
$1.46M -$15.6K -99 -1%
CAM
331
Cozad Asset Management
Illinois
$1.45M +$54.8K +347 +4%
HWM
332
HB Wealth Management
Georgia
$1.43M +$14.2K +90 +1%
ACA
333
AllStreet Capital Advisors
California
$1.43M +$122K +770 +10%
TBFA
334
Three Bearings Fiduciary Advisors
New Hampshire
$1.42M -$21.6K -137 -2%
CHJWM
335
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M +$69.4K +440 +5%
FNT
336
First National Trust
Pennsylvania
$1.4M -$60.9K -386 -4%
EK
337
Evensky & Katz
Florida
$1.37M +$3.94K +25 +0.3%
SI
338
Saxon Interests
Texas
$1.36M +$309K +1,959 +31%
UCFA
339
United Capital Financial Advisors
Texas
$1.35M +$4.1K +26 +0.3%
AWA
340
Asempa Wealth Advisors
Louisiana
$1.35M -$18.5K -117 -1%
FGG
341
Financial Guidance Group
Florida
$1.33M -$239K -1,513 -16%
RB
342
Renasant Bank
Mississippi
$1.33M +$296K +1,878 +30%
SFWC
343
Strategic Family Wealth Counselors
New Jersey
$1.32M – – –
CCM
344
Coldstream Capital Management
Washington
$1.31M -$138K -874 -10%
R
345
Rebalance
California
$1.31M +$3.79K +24 +0.3%
BAM
346
Belpointe Asset Management
Nevada
$1.31M -$52.9K -335 -4%
FCA
347
Fortis Capital Advisors
Kansas
$1.31M -$52.9K -335 -4%
IIM
348
Ipswich Investment Management
Massachusetts
$1.3M – – –
MFWP
349
Mosaic Family Wealth Partners
Missouri
$1.29M -$7.57K -48 -0.6%
GT
350
Glenview Trust
Kentucky
$1.28M +$789 +5 +0.1%
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