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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
451
PFG Investments
New York
$558K +$26.7K +213 +5%
AF
452
Allworth Financial
California
$558K +$123K +980 +30%
GWA
453
Geometric Wealth Advisors
District of Columbia
$558K – – –
MMA
454
Miracle Mile Advisors
California
$558K +$129K +1,030 +32%
BI
455
Berkeley Inc
Idaho
$556K +$125 +1 +0%
PB
456
Pinnacle Bancorp
Nebraska
$556K -$1.13K -9 -0.2%
BB
457
Busey Bank
Illinois
$553K -$188K -1,500 -26%
E3F
458
Eight 31 Financial
Texas
$542K – – –
JWM
459
JP Wealth Management
South Carolina
$540K – – –
HCMT
460
Highland Capital Management (Tennessee)
Tennessee
$539K -$56.2K -448 -10%
GFL
461
Granite FO LLC
New Hampshire
$534K – – –
MC
462
Mathes Company
New York
$528K -$18.8K -150 -4%
SA
463
Skyline Advisors
Washington
$527K +$1.5K +12 +0.3%
CWM
464
Cahaba Wealth Management
Georgia
$524K -$110K -874 -18%
GAA
465
Guardian Asset Advisors
Pennsylvania
$524K +$125 +1 +0%
TPWA
466
Twin Peaks Wealth Advisors
California
$522K +$483K +3,849 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$515K +$26K +207 +6%
ZF
468
Zhang Financial
Michigan
$515K +$46.2K +368 +10%
TWP
469
Total Wealth Planning
Ohio
$509K +$36.4K +290 +8%
FNBOO
470
First National Bank of Omaha
Nebraska
$506K – – –
SAM
471
Silvercrest Asset Management
New York
$506K – – –
1SB
472
1ST Source Bank
Indiana
$502K – – –
GGA
473
Granite Group Advisors
Connecticut
$502K – – –
VFA
474
Valeo Financial Advisors
Indiana
$502K +$37.8K +301 +9%
AWM
475
Atticus Wealth Management
Florida
$498K +$8.15K +65 +2%
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