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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
451
Blake Schutter Theil Wealth Advisors
Ohio
$673K – – –
CFG
452
Cornerstone Financial Group
Nebraska
$671K +$742 +5 +0.1%
VFA
453
Valeo Financial Advisors
Indiana
$666K -$5.49K -37 -0.8%
AWM
454
Apollon Wealth Management
South Carolina
$662K -$566K -3,815 -46%
AUB
455
Atlantic Union Bankshares
Virginia
$660K -$22.4K -151 -3%
AC
456
Apella Capital
Connecticut
$654K +$88K +593 +16%
PIA
457
Perennial Investment Advisors
California
$647K -$3.71K -25 -0.6%
EFS
458
Essex Financial Services
Connecticut
$644K -$6.68K -45 -1%
RSWM
459
Robertson Stephens Wealth Management
California
$642K -$18.9K -127 -3%
BFA
460
Bragg Financial Advisors
North Carolina
$638K +$9.35K +63 +1%
QCM
461
QRG Capital Management
Illinois
$633K +$299K +2,014 +87%
OAM
462
Oppenheimer Asset Management
New York
$629K -$3M -20,219 -82%
RTL
463
Red Tortoise LLC
Georgia
$629K -$3.86K -26 -0.6%
B
464
Bensler
Washington
$628K +$148 +1 +0%
DRP
465
Decker Retirement Planning
Utah
$628K +$19K +128 +3%
GWA
466
Geometric Wealth Advisors
District of Columbia
$627K +$12.3K +83 +2%
FMN
467
Financial Management Network
California
$627K +$148 +1 +0%
E3F
468
Eight 31 Financial
Texas
$621K – – –
PC
469
Port Capital
Illinois
$619K -$11.3K -76 -2%
AAS
470
Annex Advisory Services
Wisconsin
$615K +$16.9K +114 +3%
PB
471
Pinnacle Bancorp
Nebraska
$611K – – –
BB
472
Busey Bank
Illinois
$610K – – –
CTC
473
Central Trust Company
Missouri
$610K -$46K -310 -7%
PWP
474
Principle Wealth Partners
Connecticut
$599K – – –
NLA
475
Northern Lights Advisors
Washington
$595K – – –
17 18
19
20 21