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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
326
World Investment Advisors
California
$492K +$424K +4,702 New
GPA
327
Guidance Point Advisors
Massachusetts
$490K +$1.35K +15 +0.3%
KWM
328
Kingsview Wealth Management
Oregon
$489K -$12K -133 -3%
AA
329
Alesco Advisors
New York
$489K – – –
FWP
330
Falcon Wealth Planning
California
$488K +$453K +5,029 New
LC
331
LCNB Corp
Ohio
$479K – – –
MOACM
332
Mutual of America Capital Management
New York
$476K – – –
DJSG
333
D.J. St. Germain
Massachusetts
$472K – – –
DI
334
DAGCO Inc
Ohio
$469K +$436K +4,836 New
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K -$254K -2,812 -37%
TGAM
336
TBH Global Asset Management
Tennessee
$455K -$121K -1,340 -22%
FUBT
337
First United Bank & Trust
Maryland
$446K -$19.8K -220 -5%
AIC
338
Ameritas Investment Company
Nebraska
$441K +$111K +1,231 +37%
AW
339
ACG Wealth
Georgia
$434K +$180 +2 +0%
9WM
340
9258 Wealth Management
Ohio
$434K +$124K +1,372 +44%
CAG
341
Csenge Advisory Group
Florida
$427K +$111K +1,235 +39%
WT
342
Washington Trust
Rhode Island
$426K +$55.4K +615 +16%
MCM
343
Manchester Capital Management
Vermont
$424K – – –
NFG
344
NewFocus Financial Group
Washington
$424K – – –
IWAG
345
Integer Wealth Advisors Group
Georgia
$421K -$33.6K -373 -8%
AI
346
Accredited Investors
Minnesota
$418K -$130K -1,443 -25%
CWM
347
Cranbrook Wealth Management
Michigan
$418K – – –
ECG
348
Edge Capital Group
Georgia
$417K -$46K -510 -11%
CCP
349
Corient Capital Partners
California
$417K -$4.51K -50 -1%
OFG
350
Oxford Financial Group
Indiana
$415K – – –
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14
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