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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
401
Ropes Wealth Advisors
Massachusetts
$397K +$396K +3,457 New
PFO
402
Pathstone Family Office
New Jersey
$395K +$344 +3 +0.1%
BFC
403
Bedel Financial Consulting
Indiana
$394K +$71.1K +620 +22%
RMDI
404
R.M. Davis Inc
Maine
$392K -$3.67K -32 -0.9%
APW
405
Acima Private Wealth
Virginia
$392K – – –
MBT
406
Montecito Bank & Trust
California
$385K -$22.5K -196 -6%
CAG
407
Csenge Advisory Group
Florida
$382K +$40.7K +355 +12%
DW
408
Domani Wealth
Pennsylvania
$381K -$37.6K -328 -9%
BFA
409
Bragg Financial Advisors
North Carolina
$379K – – –
WANY
410
Wealthspire Advisors (New York)
New York
$376K -$54.3K -474 -13%
EAM
411
Evanson Asset Management
California
$375K +$803 +7 +0.2%
AFC
412
AFT Forsyth & Company
Florida
$370K +$344 +3 +0.1%
CPSC
413
Carl P. Sherr & Co
Massachusetts
$366K +$365K +3,180 New
CHJWM
414
Carlton Hofferkamp & Jenks Wealth Management
Texas
$363K -$59.7K -521 -14%
MWM
415
Mission Wealth Management
California
$361K +$10.7K +93 +3%
FA
416
FDx Advisors
Illinois
$359K +$18.3K +160 +5%
PCA
417
Personal Capital Advisors
California
$356K -$41.5K -362 -10%
CFB
418
Cullen/Frost Bankers
Texas
$355K – – –
DWA
419
Dougherty Wealth Advisers
Minnesota
$355K – – –
SHWM
420
Smith & Howard Wealth Management
Georgia
$355K – – –
QCM
421
Quest Capital Management
Texas
$350K – – –
IA
422
IFG Advisory
Georgia
$348K -$8.14K -71 -2%
PAI
423
Pittenger & Anderson Inc
Nebraska
$345K – – –
NA
424
NewEdge Advisors
Louisiana
$345K +$344K +3,003 New
BSW
425
Buckingham Strategic Wealth
Missouri
$344K -$23.4K -204 -6%
15 16
17
18 19