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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$238K -$6.16K -72 -2%
BGIM
352
Brandywine Global Investment Management
Pennsylvania
$238K +$317K +3,704 New
FMT
353
First Mercantile Trust
Tennessee
$237K +$173K +2,028 +121%
LCM
354
Leisure Capital Management
California
$233K +$78.2K +915 +34%
IWAG
355
Integer Wealth Advisors Group
Georgia
$230K – – –
MWM
356
McNaughton Wealth Management
California
$229K -$108K -1,263 -26%
IWP
357
Icon Wealth Partners
Texas
$229K -$2.99K -35 -1%
MBT
358
Montecito Bank & Trust
California
$227K – – –
NGA
359
Naples Global Advisors
Florida
$227K – – –
GVAG
360
Great Valley Advisor Group
Delaware
$226K -$112K -1,307 -27%
FA
361
FDx Advisors
Illinois
$225K -$52.9K -619 -15%
FCB
362
First Command Bank
Texas
$225K +$3.85K +45 +1%
FCFS
363
First Command Financial Services
Texas
$225K +$3.85K +45 +1%
AWA
364
Artemis Wealth Advisors
New York
$224K – – –
BFPW
365
BOK Financial Private Wealth
Colorado
$224K -$12.5K -146 -4%
CIC
366
Carnegie Investment Counsel
Ohio
$223K -$4.79K -56 -2%
BFIM
367
Beese Fulmer Investment Management
Ohio
$223K – – –
9WM
368
9258 Wealth Management
Ohio
$221K – – –
VFA
369
Valeo Financial Advisors
Indiana
$221K +$28.3K +331 +12%
APW
370
Acima Private Wealth
Virginia
$219K – – –
CCA
371
Cobblestone Capital Advisors
New York
$214K – – –
DY
372
Dowling & Yahnke
California
$213K -$8.21K -96 -3%
AIC
373
Ameritas Investment Company
Nebraska
$212K -$3.08K -36 -1%
NAM
374
NTV Asset Management
West Virginia
$210K +$280K +3,276 New
RMDI
375
R.M. Davis Inc
Maine
$208K -$16.2K -189 -5%
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15
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