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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
351
Alesco Advisors
New York
$579K – – –
PFC
352
Phocas Financial Corp
California
$563K +$3.44K +30 +0.6%
IC
353
IEQ Capital
California
$559K +$115 +1 +0%
FWP
354
Falcon Wealth Planning
California
$557K -$18.9K -165 -3%
BCM
355
BTC Capital Management
Iowa
$552K +$200K +1,745 +57%
NFG
356
Next Financial Group
Texas
$545K -$229K -2,000 -30%
TGAM
357
TBH Global Asset Management
Tennessee
$544K – – –
CCM
358
Cohen Capital Management
California
$537K -$78.5K -685 -13%
WWA
359
WC Walker & Associates
California
$530K – – –
9WM
360
9258 Wealth Management
Ohio
$517K +$2.18K +19 +0.4%
IA
361
IFP Advisors
Florida
$517K +$107K +933 +26%
PB
362
Pinnacle Bancorp
Nebraska
$515K -$45.9K -400 -8%
DC
363
Davenport & Co
Virginia
$512K +$49.9K +435 +11%
ZF
364
Zhang Financial
Michigan
$510K – – –
MCM
365
Manchester Capital Management
Vermont
$503K – – –
FUBT
366
First United Bank & Trust
Maryland
$501K -$13.8K -120 -3%
JFGIW
367
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$501K -$1.26K -11 -0.3%
MCM
368
MV Capital Management
Maryland
$500K +$211K +1,840 +73%
CCP
369
Corient Capital Partners
California
$495K – – –
OFG
370
Oxford Financial Group
Indiana
$492K – – –
WT
371
Washington Trust
Rhode Island
$489K -$16.2K -141 -3%
GFP
372
Gryphon Financial Partners
Ohio
$481K – – –
DY
373
Dowling & Yahnke
California
$473K – – –
BEAM
374
Baker Ellis Asset Management
Washington
$472K – – –
1SB
375
1ST Source Bank
Indiana
$471K – – –
13 14
15
16 17