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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
426
Gryphon Financial Partners
Ohio
$431K – – –
BFC
427
Bedel Financial Consulting
Indiana
$431K +$61.4K +549 +15%
BAM
428
Belpointe Asset Management
Nevada
$426K +$62.3K +557 +15%
CPSC
429
Carl P. Sherr & Co
Massachusetts
$425K -$8.5K -76 -2%
MIC
430
Means Investment Company
Maine
$425K +$68.5K +613 +17%
DIA
431
Dana Investment Advisors
Wisconsin
$424K -$601K -5,376 -56%
DY
432
Dowling & Yahnke
California
$420K – – –
WWM
433
Western Wealth Management
Colorado
$419K -$101K -905 -18%
AIM
434
Allen Investment Management
New York
$411K – – –
FAIM
435
Financial Advocates Investment Management
Washington
$406K -$47.5K -425 -10%
WT
436
Washington Trust
Rhode Island
$406K – – –
AW
437
ACG Wealth
Georgia
$402K +$224 +2 +0.1%
1SB
438
1ST Source Bank
Indiana
$401K – – –
SIC
439
Sterling Investment Counsel
New York
$398K +$2.91K +26 +0.7%
VFA
440
Valeo Financial Advisors
Indiana
$397K -$3.8K -34 -0.9%
EWMCB
441
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$396K – – –
ZF
442
Zhang Financial
Michigan
$395K -$34K -304 -7%
AI
443
Accredited Investors
Minnesota
$393K -$26.6K -238 -6%
CI
444
CX Institutional
Indiana
$393K +$433K +3,874 New
RWG
445
Regal Wealth Group
California
$391K -$2.57K -23 -0.6%
ECG
446
Edge Capital Group
Georgia
$390K – – –
FM
447
Foster & Motley
Ohio
$386K -$7.04K -63 -2%
PWM
448
PRW Wealth Management
Massachusetts
$382K – – –
PIFP
449
Partners in Financial Planning
Virginia
$381K +$105K +942 +38%
AA
450
Aire Advisors
California
$378K +$52.2K +467 +14%
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