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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
426
Zhang Financial
Michigan
$480K – – –
AC
427
Avestar Capital
New York
$476K – – –
AFG
428
Allegheny Financial Group
Pennsylvania
$471K +$45.3K +415 +10%
SWP
429
Summit Wealth Partners
Florida
$469K +$17.6K +161 +4%
PCH
430
PGIM Custom Harvest
New Jersey
$465K -$1.42K -13 -0.3%
MCM
431
Manchester Capital Management
Vermont
$465K – – –
IGWM
432
ICA Group Wealth Management
Colorado
$461K +$8.07K +74 +2%
FNBOO
433
First National Bank of Omaha
Nebraska
$460K -$101K -930 -18%
RTL
434
Red Tortoise LLC
Georgia
$457K +$2.18K +20 +0.5%
SWPG
435
Strategic Wealth Partners Group
Illinois
$453K +$11.3K +104 +2%
9WM
436
9258 Wealth Management
Ohio
$448K – – –
FUBT
437
First United Bank & Trust
Maryland
$446K +$49.1K +450 +12%
FA
438
Financial Alternatives
California
$432K – – –
GFP
439
Gryphon Financial Partners
Ohio
$430K – – –
CCM
440
Cohen Capital Management
California
$430K -$76.7K -703 -15%
GFL
441
Granite FO LLC
New Hampshire
$429K +$282K +2,586 +177%
WT
442
Washington Trust
Rhode Island
$423K – – –
EWS
443
Evergreen Wealth Solutions
Pennsylvania
$422K +$13.2K +121 +3%
HAS
444
Holland Advisory Services
Florida
$421K -$11.8K -108 -3%
1SB
445
1ST Source Bank
Indiana
$420K – – –
TC
446
Trilogy Capital
California
$418K -$32.4K -297 -7%
SFG
447
SNS Financial Group
Minnesota
$405K – – –
RA
448
Ruggaard & Associates
Ohio
$405K +$416K +3,810 New
NCM
449
NCM Capital Management
New Jersey
$404K -$721K -6,607 -63%
RBFC
450
Roman Butler Fullerton & Co
Missouri
$400K +$130K +1,194 +45%
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