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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOO
426
First National Bank of Omaha
Nebraska
$452K – – –
HF
427
Halpern Financial
Virginia
$451K +$193K +1,751 +68%
ZF
428
Zhang Financial
Michigan
$447K -$26.4K -240 -5%
CFG
429
Cooper Financial Group
California
$445K -$416K -3,775 -47%
9WM
430
9258 Wealth Management
Ohio
$434K -$15K -136 -3%
SWP
431
Summit Wealth Partners
Florida
$431K -$37.2K -338 -8%
FUBT
432
First United Bank & Trust
Maryland
$426K -$5.51K -50 -1%
SIG
433
Stonegate Investment Group
Alabama
$425K +$4.08K +37 +0.9%
TI
434
Trexquant Investment
Connecticut
$425K +$448K +4,069 New
GFP
435
Gryphon Financial Partners
Ohio
$423K – – –
GFL
436
Granite FO LLC
New Hampshire
$422K – – –
WT
437
Washington Trust
Rhode Island
$416K -$7.27K -66 -2%
AFG
438
Allegheny Financial Group
Pennsylvania
$413K -$73.4K -666 -14%
1SB
439
1ST Source Bank
Indiana
$412K – – –
FCP
440
Fidelis Capital Partners
Florida
$412K – – –
GJIA
441
Glass Jacobson Investment Advisors
Maryland
$411K +$11.3K +103 +3%
DT
442
Diversified Trust
Tennessee
$405K +$73.6K +668 +21%
SAM
443
Silvercrest Asset Management
New York
$404K -$149K -1,349 -26%
CIA
444
Capital Investment Advisors
Georgia
$404K -$68.4K -621 -14%
OIA
445
OneDigital Investment Advisors
Kansas
$399K +$3.2K +29 +0.8%
NCM
446
NCM Capital Management
New Jersey
$396K -$2.42K -22 -0.6%
FA
447
Flagstar Advisors
New York
$396K -$299K -2,714 -42%
RBFC
448
Roman Butler Fullerton & Co
Missouri
$393K +$5.62K +51 +1%
SAG
449
SageView Advisory Group
California
$393K -$1.54K -14 -0.4%
FTWA
450
Fifth Third Wealth Advisors
Ohio
$389K -$26.4K -240 -6%
16 17
18
19 20