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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
426
Aveo Capital Partners
Colorado
$565K +$210K +1,785 +62%
WT
427
Washington Trust
Rhode Island
$562K +$61.5K +522 +13%
MW
428
Marcum Wealth
Ohio
$559K -$25.6K -217 -5%
CHJWM
429
Carlton Hofferkamp & Jenks Wealth Management
Texas
$558K +$48.9K +415 +10%
DC
430
Davenport & Co
Virginia
$552K -$14.7K -125 -3%
RTL
431
Red Tortoise LLC
Georgia
$548K -$2.47K -21 -0.5%
MCM
432
Manchester Capital Management
Vermont
$548K – – –
B
433
Bensler
Washington
$543K -$15.9K -135 -3%
CWM
434
Cahaba Wealth Management
Georgia
$541K -$15K -127 -3%
PCA
435
Pallas Capital Advisors
Massachusetts
$540K +$282K +2,395 +125%
PIA
436
Pinion Investment Advisors
Kansas
$539K +$48.2K +409 +11%
EWS
437
Evergreen Wealth Solutions
Pennsylvania
$538K – – –
HF
438
Halpern Financial
Virginia
$536K – – –
PB
439
Pinnacle Bancorp
Nebraska
$532K -$19.9K -169 -4%
OIA
440
OneDigital Investment Advisors
Kansas
$528K +$2.24K +19 +0.5%
GFL
441
Granite FO LLC
New Hampshire
$521K – – –
MFIM
442
Mesirow Financial Investment Management
Illinois
$518K +$142K +1,209 +41%
BWA
443
Beam Wealth Advisors
Louisiana
$515K -$51.2K -435 -10%
DT
444
Diversified Trust
Tennessee
$509K +$106K +901 +29%
GFP
445
Gryphon Financial Partners
Ohio
$508K – – –
9WM
446
9258 Wealth Management
Ohio
$504K – – –
CFG
447
Cooper Financial Group
California
$501K -$10.6K -90 -2%
FUBT
448
First United Bank & Trust
Maryland
$494K -$2K -17 -0.4%
RSWM
449
Robertson Stephens Wealth Management
California
$493K +$202K +1,716 +78%
SA
450
Skyline Advisors
Washington
$492K +$13.7K +116 +3%
16 17
18
19 20