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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
451
Greenleaf Trust
Michigan
$488K -$50.9K -485 -9%
PCA
452
Personal Capital Advisors
California
$486K +$149K +1,418 +44%
IWM
453
IHT Wealth Management
Illinois
$485K -$101K -964 -17%
ZF
454
Zhang Financial
Michigan
$477K +$67K +639 +16%
AC
455
Avestar Capital
New York
$472K +$101K +959 +27%
AA
456
Aire Advisors
California
$470K +$65.5K +625 +16%
WWA
457
WC Walker & Associates
California
$468K – – –
WIM
458
WealthPlan Investment Management
Nebraska
$465K -$92.3K -880 -18%
AF
459
Allworth Financial
California
$464K -$39.3K -375 -8%
WP
460
WealthPLAN Partners
Nebraska
$464K +$427K +4,069 New
PCH
461
PGIM Custom Harvest
New Jersey
$463K +$461K +4,394 New
AWM
462
Atticus Wealth Management
Florida
$462K +$460K +4,388 New
MCM
463
Manchester Capital Management
Vermont
$461K – – –
RTL
464
Red Tortoise LLC
Georgia
$451K +$449K +4,285 New
IGWM
465
ICA Group Wealth Management
Colorado
$449K -$229K -2,180 -34%
SWP
466
Summit Wealth Partners
Florida
$449K +$1.05K +10 +0.2%
SWPG
467
Strategic Wealth Partners Group
Illinois
$448K +$629 +6 +0.1%
BCM
468
BTC Capital Management
Iowa
$447K – – –
TC
469
Trilogy Capital
California
$446K -$24.6K -235 -5%
9WM
470
9258 Wealth Management
Ohio
$444K -$21.4K -204 -5%
NIG
471
NFJ Investment Group
Texas
$442K +$108K +1,027 +32%
CIA
472
Capital Investment Advisors
Georgia
$429K +$427K +4,072 New
FA
473
Financial Alternatives
California
$429K +$427K +4,071 New
HAS
474
Holland Advisory Services
Florida
$429K -$9.54K -91 -2%
GFP
475
Gryphon Financial Partners
Ohio
$427K – – –
17 18
19
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