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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
$571K – – –
SVWAG
352
Sound View Wealth Advisors Group
Georgia
$565K -$11K -95 -2%
STAS
353
Strong Tower Advisory Services
Minnesota
$558K +$556K +4,805 New
PFC
354
Phocas Financial Corp
California
$555K – – –
IC
355
IEQ Capital
California
$551K – – –
DC
356
Davenport & Co
Virginia
$546K +$42.9K +371 +8%
FWP
357
Falcon Wealth Planning
California
$541K -$7.06K -61 -1%
CW
358
CreativeOne Wealth
Kansas
$541K +$553K +4,775 New
PWM
359
PRW Wealth Management
Massachusetts
$539K +$551K +4,761 New
TGAM
360
TBH Global Asset Management
Tennessee
$536K – – –
MMA
361
Miracle Mile Advisors
California
$535K -$382K -3,296 -41%
CCM
362
Cohen Capital Management
California
$529K – – –
9WM
363
9258 Wealth Management
Ohio
$525K +$16.1K +139 +3%
PB
364
Pinnacle Bancorp
Nebraska
$512K +$4.86K +42 +0.9%
SWPG
365
Strategic Wealth Partners Group
Illinois
$510K +$522K +4,506 New
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$506K +$12.4K +107 +2%
FUBT
367
First United Bank & Trust
Maryland
$501K +$8.45K +73 +2%
MCM
368
Manchester Capital Management
Vermont
$496K – – –
MCM
369
MV Capital Management
Maryland
$492K – – –
CCP
370
Corient Capital Partners
California
$487K – – –
ZF
371
Zhang Financial
Michigan
$482K -$20.1K -174 -4%
OFG
372
Oxford Financial Group
Indiana
$482K -$2.31K -20 -0.5%
WT
373
Washington Trust
Rhode Island
$481K – – –
CAG
374
Csenge Advisory Group
Florida
$481K +$102K +885 +27%
WWA
375
WC Walker & Associates
California
$479K -$39.1K -338 -7%
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