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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
351
Beam Wealth Advisors
Louisiana
$678K -$137K -1,241 -16%
HCMT
352
Highland Capital Management (Tennessee)
Tennessee
$676K -$74.9K -680 -10%
PFG
353
Peterson Financial Group
Iowa
$669K +$15.8K +143 +2%
LW
354
Linscomb Wealth
Texas
$669K – – –
PP
355
Prosperity Planning
Missouri
$667K -$14.2K -129 -2%
FMN
356
Financial Management Network
California
$662K -$35.3K -320 -5%
HCA
357
Harbour Capital Advisors
Virginia
$660K -$23.1K -210 -3%
AA
358
Auxano Advisors
Washington
$660K – – –
MWP
359
MYCIO Wealth Partners
Pennsylvania
$657K +$3.86K +35 +0.6%
RBC
360
Romano Brothers & Co
Illinois
$655K -$220 -2 -0%
SSB
361
Sandy Spring Bank
Maryland
$652K +$7.16K +65 +1%
AWMNH
362
Arcadia Wealth Management (New Hampshire)
New Hampshire
$651K -$17.1K -155 -2%
PTC
363
Private Trust Company
Ohio
$645K +$21.4K +194 +3%
RWP
364
Revolve Wealth Partners
New Jersey
$640K – – –
MA
365
Mutual Advisors
Nebraska
$638K +$2.65K +24 +0.4%
MC
366
Mathes Company
New York
$636K +$165K +1,500 +33%
SIA
367
Stegner Investment Associates
Kentucky
$635K – – –
FCH
368
Freestone Capital Holdings
Washington
$630K – – –
CI
369
Cordant Inc
Oregon
$627K -$1.76K -16 -0.3%
BFA
370
Bragg Financial Advisors
North Carolina
$624K -$30K -272 -4%
AWA
371
Arkadios Wealth Advisors
Georgia
$615K +$1.32K +12 +0.2%
MA
372
Montag & Associates
Georgia
$608K – – –
SWM
373
Spire Wealth Management
Virginia
$597K -$17.2K -156 -3%
CAM
374
Cubic Asset Management
Massachusetts
$596K -$1.32K -12 -0.2%
TB
375
Treynor Bancshares
Iowa
$594K – – –
13 14
15
16 17