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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
351
Quest 10 Wealth Builders
Virginia
$992K +$75.7K +554 +8%
CAL
352
Capital Analysts LLC
Pennsylvania
$987K -$53.3K -390 -5%
TP
353
Tranquility Partners
Tennessee
$979K -$8.88K -65 -0.9%
IB
354
Intrust Bank
Kansas
$971K – – –
R
355
Rebalance
California
$970K +$3.83K +28 +0.4%
IPW
356
Intergy Private Wealth
Colorado
$967K -$12.2K -89 -1%
GT
357
Greenleaf Trust
Michigan
$964K -$194K -1,421 -17%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$963K +$410K +3,001 +77%
B
359
Bailard
California
$961K -$4.1K -30 -0.4%
BAM
360
Belpointe Asset Management
Nevada
$956K -$56.2K -411 -6%
FCA
361
Fortis Capital Advisors
Kansas
$956K -$56.2K -411 -6%
AWM
362
Avior Wealth Management
Nebraska
$954K +$23.2K +170 +3%
NS
363
NBC Securities
Alabama
$934K +$3.01K +22 +0.3%
FMTC
364
Farmers & Merchants Trust Company
California
$926K – – –
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$924K +$11.5K +84 +1%
DC
366
Davenport & Co
Virginia
$913K +$7.38K +54 +0.8%
RWP
367
Revolve Wealth Partners
New Jersey
$899K +$42K +307 +5%
MA
368
MCF Advisors
Kentucky
$896K -$4.24K -31 -0.5%
AWM
369
Apollon Wealth Management
South Carolina
$893K +$3.69K +27 +0.4%
AA
370
Auxano Advisors
Washington
$880K -$3.42K -25 -0.4%
CFB
371
Cullen/Frost Bankers
Texas
$875K +$55.4K +405 +7%
LW
372
Linscomb Wealth
Texas
$862K – – –
HCA
373
Harbour Capital Advisors
Virginia
$860K – – –
PP
374
Prosperity Planning
Missouri
$854K -$6.42K -47 -0.8%
TPA
375
Trivium Point Advisory
Connecticut
$847K -$152K -1,109 -15%
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15
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