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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
376
Retirement Income Solutions
Michigan
$709K -$203K -1,673 -22%
PCM
377
Pointe Capital Management
Michigan
$707K -$36.3K -299 -5%
CT
378
Colonial Trust
South Carolina
$706K -$144K -1,186 -17%
CGA
379
Crescent Grove Advisors
Illinois
$702K +$27.9K +230 +4%
RBC
380
Romano Brothers & Co
Illinois
$696K -$23.6K -194 -3%
JFG
381
Jefferies Financial Group
New York
$692K – – –
SFPG
382
Stonebridge Financial Planning Group
Florida
$690K +$69.3K +570 +11%
CHJWM
383
Carlton Hofferkamp & Jenks Wealth Management
Texas
$690K +$90.8K +747 +16%
EFS
384
Essex Financial Services
Connecticut
$685K +$31K +255 +5%
SSB
385
Sandy Spring Bank
Maryland
$679K -$48K -395 -7%
GFP
386
Gryphon Financial Partners
Ohio
$676K +$188K +1,549 +38%
PFG
387
Peterson Financial Group
Iowa
$675K -$61.5K -506 -8%
C
388
CEDRUS
Colorado
$671K +$21.1K +174 +3%
PIA
389
Perennial Investment Advisors
California
$671K +$608 +5 +0.1%
HWM
390
HB Wealth Management
Georgia
$668K -$132K -1,090 -16%
AWA
391
Arkadios Wealth Advisors
Georgia
$660K -$221K -1,817 -25%
WH
392
Willner & Heller
California
$657K +$2.19K +18 +0.3%
GT
393
Greenleaf Trust
Michigan
$643K – – –
FMN
394
Financial Management Network
California
$642K -$110K -903 -14%
CI
395
Cordant Inc
Oregon
$638K -$17.1K -141 -3%
LBC
396
Lowe Brockenbrough & Co
Virginia
$634K – – –
AWMNH
397
Arcadia Wealth Management (New Hampshire)
New Hampshire
$632K -$48.2K -397 -7%
BSW
398
Buckingham Strategic Wealth
Missouri
$631K +$9.72K +80 +2%
RW
399
Regimen Wealth
Georgia
$628K +$2.07K +17 +0.3%
CCM
400
Coldstream Capital Management
Washington
$628K – – –
14 15
16
17 18