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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
426
Marcum Wealth
Ohio
$544K -$48.8K -458 -9%
SHWM
427
Smith & Howard Wealth Management
Georgia
$537K – – –
VFPW
428
Vantage Financial Partners (Wisconsin)
Wisconsin
$535K +$490K +4,603 New
SFPG
429
Stonebridge Financial Planning Group
Florida
$534K +$489K +4,590 New
VNIM
430
Vaughan Nelson Investment Management
Texas
$530K -$8.48M -79,565 -95%
BWA
431
Beam Wealth Advisors
Louisiana
$528K -$208K -1,950 -30%
DC
432
Davenport & Co
Virginia
$527K -$16.9K -159 -3%
B
433
Bensler
Washington
$519K +$426 +4 +0.1%
CWM
434
Cahaba Wealth Management
Georgia
$517K +$4.37K +41 +0.9%
PB
435
Pinnacle Bancorp
Nebraska
$513K – – –
IA
436
IFP Advisors
Florida
$513K -$368K -3,457 -44%
RTL
437
Red Tortoise LLC
Georgia
$511K +$5.01K +47 +1%
MCM
438
Manchester Capital Management
Vermont
$509K – – –
BSW
439
Buckingham Strategic Wealth
Missouri
$507K -$1.28K -12 -0.3%
FNBOO
440
First National Bank of Omaha
Nebraska
$503K – – –
EWS
441
Evergreen Wealth Solutions
Pennsylvania
$499K +$236K +2,218 +107%
HF
442
Halpern Financial
Virginia
$493K – – –
OIA
443
OneDigital Investment Advisors
Kansas
$488K +$39.5K +371 +10%
SIG
444
Stonegate Investment Group
Alabama
$488K +$12.6K +118 +3%
SAG
445
SageView Advisory Group
California
$487K +$47.4K +445 +12%
CHJWM
446
Carlton Hofferkamp & Jenks Wealth Management
Texas
$483K +$143K +1,345 +46%
AWA
447
Arete Wealth Advisors
Illinois
$482K +$116K +1,086 +36%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$480K +$125K +1,172 +40%
CFG
449
Cooper Financial Group
California
$475K -$19.3K -181 -4%
MCWS
450
McKinley Carter Wealth Services
West Virginia
$474K -$134K -1,259 -24%
16 17
18
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