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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
451
Diversified Trust
Tennessee
$574K -$123K -901 -18%
PWP
452
Principle Wealth Partners
Connecticut
$574K -$143K -1,045 -20%
E3F
453
Eight 31 Financial
Texas
$573K – – –
WH
454
Willner & Heller
California
$573K -$18.2K -133 -3%
CB
455
Centennial Bank
Arkansas
$573K -$52.1K -381 -8%
BI
456
Berkeley Inc
Idaho
$567K -$20.2K -148 -4%
JWM
457
JP Wealth Management
South Carolina
$567K – – –
CWM
458
Cahaba Wealth Management
Georgia
$564K +$10.1K +74 +2%
GHA
459
Granite Harbor Advisors
Texas
$564K +$552K +4,037 New
SA
460
Skyline Advisors
Washington
$559K +$2.05K +15 +0.4%
MC
461
Mathes Company
New York
$558K – – –
PCIA
462
Prime Capital Investment Advisors
Kansas
$552K +$157K +1,145 +41%
ZF
463
Zhang Financial
Michigan
$544K +$273 +2 +0.1%
DRP
464
Decker Retirement Planning
Utah
$544K +$80K +585 +18%
TPWA
465
Twin Peaks Wealth Advisors
California
$542K +$4.51K +33 +0.9%
PIA
466
Pinion Investment Advisors
Kansas
$537K +$154K +1,123 +42%
FNBOO
467
First National Bank of Omaha
Nebraska
$535K – – –
SAM
468
Silvercrest Asset Management
New York
$534K – – –
TWP
469
Total Wealth Planning
Ohio
$533K -$4.51K -33 -0.9%
1SB
470
1ST Source Bank
Indiana
$531K – – –
GGA
471
Granite Group Advisors
Connecticut
$531K – – –
HCMT
472
Highland Capital Management (Tennessee)
Tennessee
$528K -$40.9K -299 -7%
EA
473
Enclave Advisors
Texas
$525K – – –
AWM
474
Atticus Wealth Management
Florida
$525K -$1.37K -10 -0.3%
BMCM
475
Bryn Mawr Capital Management
Pennsylvania
$522K +$118K +865 +30%
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