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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
326
Guidance Point Advisors
Massachusetts
$490K +$1.35K +15 +0.3%
KWM
327
Kingsview Wealth Management
Oregon
$489K -$12K -133 -3%
AA
328
Alesco Advisors
New York
$489K – – –
FWP
329
Falcon Wealth Planning
California
$488K +$453K +5,029 New
LC
330
LCNB Corp
Ohio
$479K – – –
MOACM
331
Mutual of America Capital Management
New York
$476K – – –
DJSG
332
D.J. St. Germain
Massachusetts
$472K – – –
DI
333
DAGCO Inc
Ohio
$469K +$436K +4,836 New
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K -$254K -2,812 -37%
TGAM
335
TBH Global Asset Management
Tennessee
$455K -$121K -1,340 -22%
FUBT
336
First United Bank & Trust
Maryland
$446K -$19.8K -220 -5%
AIC
337
Ameritas Investment Company
Nebraska
$441K +$111K +1,231 +37%
AW
338
ACG Wealth
Georgia
$434K +$180 +2 +0%
9WM
339
9258 Wealth Management
Ohio
$434K +$124K +1,372 +44%
CAG
340
Csenge Advisory Group
Florida
$427K +$111K +1,235 +39%
WT
341
Washington Trust
Rhode Island
$426K +$55.4K +615 +16%
MCM
342
Manchester Capital Management
Vermont
$424K – – –
NFG
343
NewFocus Financial Group
Washington
$424K – – –
IWAG
344
Integer Wealth Advisors Group
Georgia
$421K -$33.6K -373 -8%
AI
345
Accredited Investors
Minnesota
$418K -$130K -1,443 -25%
CWM
346
Cranbrook Wealth Management
Michigan
$418K – – –
ECG
347
Edge Capital Group
Georgia
$417K -$46K -510 -11%
CCP
348
Corient Capital Partners
California
$417K -$4.51K -50 -1%
OFG
349
Oxford Financial Group
Indiana
$415K – – –
DC
350
Davenport & Co
Virginia
$408K +$23.3K +259 +7%
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14
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