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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
351
Phocas Financial Corp
California
$563K +$3.44K +30 +0.6%
IC
352
IEQ Capital
California
$559K +$115 +1 +0%
FWP
353
Falcon Wealth Planning
California
$557K -$18.9K -165 -3%
BCM
354
BTC Capital Management
Iowa
$552K +$200K +1,745 +57%
NFG
355
Next Financial Group
Texas
$545K -$229K -2,000 -30%
TGAM
356
TBH Global Asset Management
Tennessee
$544K – – –
CCM
357
Cohen Capital Management
California
$537K -$78.5K -685 -13%
WWA
358
WC Walker & Associates
California
$530K – – –
9WM
359
9258 Wealth Management
Ohio
$517K +$2.18K +19 +0.4%
IA
360
IFP Advisors
Florida
$517K +$107K +933 +26%
PB
361
Pinnacle Bancorp
Nebraska
$515K -$45.9K -400 -8%
DC
362
Davenport & Co
Virginia
$512K +$49.9K +435 +11%
ZF
363
Zhang Financial
Michigan
$510K – – –
MCM
364
Manchester Capital Management
Vermont
$503K – – –
FUBT
365
First United Bank & Trust
Maryland
$501K -$13.8K -120 -3%
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$501K -$1.26K -11 -0.3%
MCM
367
MV Capital Management
Maryland
$500K +$211K +1,840 +73%
CCP
368
Corient Capital Partners
California
$495K – – –
OFG
369
Oxford Financial Group
Indiana
$492K – – –
WT
370
Washington Trust
Rhode Island
$489K -$16.2K -141 -3%
GFP
371
Gryphon Financial Partners
Ohio
$481K – – –
DY
372
Dowling & Yahnke
California
$473K – – –
BEAM
373
Baker Ellis Asset Management
Washington
$472K – – –
1SB
374
1ST Source Bank
Indiana
$471K – – –
AW
375
ACG Wealth
Georgia
$465K -$50.1K -437 -10%
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