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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
401
Summit Financial
New Jersey
$552K +$16.9K +155 +3%
RW
402
Regimen Wealth
Georgia
$542K +$2.62K +24 +0.5%
AA
403
Alesco Advisors
New York
$535K – – –
CAG
404
Csenge Advisory Group
Florida
$535K +$31.8K +291 +6%
TWP
405
Total Wealth Planning
Ohio
$532K -$7.64K -70 -1%
DWA
406
Douglass Winthrop Advisors
New York
$531K -$76.4K -700 -12%
PFM
407
Phillips Financial Management
Indiana
$526K – – –
AWA
408
Amplius Wealth Advisors
Pennsylvania
$524K +$9.93K +91 +2%
TGAM
409
TBH Global Asset Management
Tennessee
$521K +$19K +174 +4%
IWM
410
IHT Wealth Management
Illinois
$519K +$31K +284 +6%
LWM
411
LJI Wealth Management
Indiana
$514K – – –
VFA
412
Valeo Financial Advisors
Indiana
$513K +$110K +1,010 +26%
CWM
413
Cahaba Wealth Management
Georgia
$512K -$12.3K -113 -2%
IA
414
IFP Advisors
Florida
$510K -$2.72M -24,917 -77%
MTIC
415
Missouri Trust & Investment Company
Missouri
$507K – – –
CGPCS
416
Capital Group Private Client Services
California
$506K +$2.4K +22 +0.5%
NEWAS
417
N.E.W. Advisory Services
Wisconsin
$506K – – –
MMG
418
Monetary Management Group
Missouri
$504K – – –
ECG
419
Edge Capital Group
Georgia
$504K +$131K +1,205 +34%
CIA
420
Capital Investment Advisors
Georgia
$492K +$61.3K +562 +14%
GT
421
Greenleaf Trust
Michigan
$491K – – –
DC
422
Davenport & Co
Virginia
$491K -$2.07K -19 -0.4%
B
423
Bensler
Washington
$484K -$21.7K -199 -4%
PB
424
Pinnacle Bancorp
Nebraska
$482K -$16.8K -154 -3%
CG
425
Colony Group
Massachusetts
$482K -$193K -1,767 -28%
15 16
17
18 19