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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
426
Stevens Capital Partners
Nebraska
$615K +$151K +1,203 +35%
VA
427
Valmark Advisers
Ohio
$614K +$1.76K +14 +0.3%
SHWM
428
Smith & Howard Wealth Management
Georgia
$610K – – –
PC
429
Port Capital
Illinois
$607K -$51.9K -414 -8%
RIS
430
Retirement Income Solutions
Michigan
$601K – – –
BSTWA
431
Blake Schutter Theil Wealth Advisors
Ohio
$598K – – –
EFS
432
Essex Financial Services
Connecticut
$597K +$627 +5 +0.1%
RSWM
433
Robertson Stephens Wealth Management
California
$595K +$878 +7 +0.2%
PFM
434
Phillips Financial Management
Indiana
$594K -$37K -295 -6%
SAM
435
Strive Asset Management
Ohio
$593K -$1.47M -11,749 -72%
CB
436
Centennial Bank
Arkansas
$592K -$332K -2,644 -37%
IC
437
IEQ Capital
California
$591K -$27.3K -218 -5%
MTIC
438
Missouri Trust & Investment Company
Missouri
$591K – – –
MCM
439
Manchester Capital Management
Vermont
$578K – – –
RTL
440
Red Tortoise LLC
Georgia
$574K – – –
SWM
441
Spire Wealth Management
Virginia
$573K -$68.5K -546 -11%
B
442
Bensler
Washington
$573K +$125 +1 +0%
PPC
443
Park Place Capital
Alabama
$572K -$903K -7,197 -63%
AUB
444
Atlantic Union Bankshares
Virginia
$571K +$542K +4,323 New
WT
445
Washington Trust
Rhode Island
$570K -$19.4K -155 -3%
BFA
446
Bragg Financial Advisors
North Carolina
$570K +$9.28K +74 +2%
FMN
447
Financial Management Network
California
$570K +$6.02K +48 +1%
CFG
448
Cornerstone Financial Group
Nebraska
$564K +$753 +6 +0.1%
WH
449
Willner & Heller
California
$560K -$93.6K -746 -15%
CCAL
450
City Center Advisors LLC
Michigan
$559K +$9.78K +78 +2%
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