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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
401
Icon Wealth Partners
Texas
$404K – – –
FAIM
402
Financial Advocates Investment Management
Washington
$404K +$8.57K +74 +2%
BCA
403
Biltmore Capital Advisors
New Jersey
$402K – – –
HSWM
404
Hubbell Strickland Wealth Management
Louisiana
$401K +$463 +4 +0.1%
CWM
405
Cranbrook Wealth Management
Michigan
$399K – – –
WANY
406
Wealthspire Advisors (New York)
New York
$398K +$28.7K +248 +8%
MFGP
407
Marshall Financial Group (Pennsylvania)
Pennsylvania
$398K +$99.7K +861 +32%
AWA
408
Artemis Wealth Advisors
New York
$396K – – –
RWA
409
Ropes Wealth Advisors
Massachusetts
$392K – – –
VWA
410
V Wealth Advisors
Kansas
$392K – – –
BFC
411
Bedel Financial Consulting
Indiana
$390K +$1.85K +16 +0.5%
PFO
412
Pathstone Family Office
New Jersey
$388K +$695 +6 +0.2%
APW
413
Acima Private Wealth
Virginia
$386K – – –
SF
414
Summit Financial
New Jersey
$382K +$119K +1,030 +44%
MBT
415
Montecito Bank & Trust
California
$379K – – –
EAM
416
Evanson Asset Management
California
$374K – – –
CHJWM
417
Carlton Hofferkamp & Jenks Wealth Management
Texas
$370K -$21.9K -189 -6%
PFS
418
Prospera Financial Services
Texas
$369K +$86.7K +749 +30%
AFC
419
AFT Forsyth & Company
Florida
$364K – – –
BFA
420
Bragg Financial Advisors
North Carolina
$360K -$14.5K -125 -4%
SIS
421
Sound Income Strategies
Florida
$359K -$42.1K -364 -10%
DW
422
Domani Wealth
Pennsylvania
$357K -$19.2K -166 -5%
CFB
423
Cullen/Frost Bankers
Texas
$350K – – –
SHWM
424
Smith & Howard Wealth Management
Georgia
$350K – – –
RMDI
425
R.M. Davis Inc
Maine
$349K -$38.7K -334 -10%
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17
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