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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
376
Summit Financial
New Jersey
$777K -$1.34M -10,292 -63%
PP
377
Prosperity Planning
Missouri
$776K -$8.46K -65 -1%
CSP
378
Cary Street Partners
Virginia
$773K – – –
HWM
379
HB Wealth Management
Georgia
$769K +$82.8K +636 +12%
MWP
380
MYCIO Wealth Partners
Pennsylvania
$757K +$2.73K +21 +0.4%
CHJWM
381
Carlton Hofferkamp & Jenks Wealth Management
Texas
$747K +$84.6K +650 +11%
HCA
382
Harbour Capital Advisors
Virginia
$744K – – –
PA
383
Parallel Advisors
California
$738K +$417K +3,200 +120%
SIA
384
Stegner Investment Associates
Kentucky
$738K -$15.5K -119 -2%
NP
385
NorthRock Partners
Minnesota
$736K -$288K -2,210 -27%
HIP
386
HUB Investment Partners
Texas
$733K -$12.9M -98,725 -94%
CGA
387
Crescent Grove Advisors
Illinois
$732K – – –
JFG
388
Jefferies Financial Group
New York
$722K – – –
SG
389
StoneX Group
New York
$719K -$21.7K -167 -3%
BB
390
Busey Bank
Illinois
$716K -$127K -972 -15%
GFP
391
Gryphon Financial Partners
Ohio
$715K +$12.1K +93 +2%
TRCT
392
Tower Research Capital (TRC)
New York
$715K +$723K +5,553 +4,589%
RBC
393
Romano Brothers & Co
Illinois
$714K -$6.51K -50 -0.9%
BA
394
Ballew Advisors
Mississippi
$710K -$7.03K -54 -0.9%
SFPG
395
Stonebridge Financial Planning Group
Florida
$704K +$3.25K +25 +0.4%
IWM
396
IHT Wealth Management
Illinois
$703K -$58.2K -447 -7%
PIA
397
Perennial Investment Advisors
California
$695K +$20.1K +154 +3%
FCH
398
Freestone Capital Holdings
Washington
$686K +$18.5K +142 +3%
DWA
399
Dougherty Wealth Advisers
Minnesota
$682K +$101K +776 +17%
MMG
400
Monetary Management Group
Missouri
$674K +$78.1K +600 +13%
14 15
16
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