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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OPAM
476
Ocean Park Asset Management
California
$684K +$656K +4,156 New
PWP
477
Principle Wealth Partners
Connecticut
$677K – – –
IA
478
Integrity Alliance
Iowa
$676K +$7.73K +49 +1%
FMN
479
Financial Management Network
California
$672K -$12.3K -78 -2%
MWM
480
Mission Wealth Management
California
$670K +$255K +1,619 +66%
SA
481
Spectrum Advisors
Texas
$669K -$69.7K -442 -10%
DWT
482
Dorsey & Whitney Trust
South Dakota
$667K – – –
SA
483
Skyline Advisors
Washington
$665K +$1.26K +8 +0.2%
PP
484
Paladin Partners
Wisconsin
$663K – – –
AC
485
Apella Capital
Connecticut
$663K -$30.3K -192 -5%
PWM
486
Parkshore Wealth Management
California
$659K -$201K -1,276 -24%
WH
487
Willner & Heller
California
$659K -$7.57K -48 -1%
SWA
488
Sax Wealth Advisors
New Jersey
$656K +$104K +657 +17%
JWM
489
JP Wealth Management
South Carolina
$647K – – –
DRP
490
Decker Retirement Planning
Utah
$647K -$59.3K -376 -9%
MCM
491
Manchester Capital Management
Vermont
$647K -$6.94K -44 -1%
EA
492
Enclave Advisors
Texas
$647K – – –
E3F
493
Eight 31 Financial
Texas
$647K -$52.4K -332 -8%
AT
494
American Trust
Kentucky
$646K -$112K -711 -15%
DT
495
Diversified Trust
Tennessee
$644K +$2.68K +17 +0.4%
ZF
496
Zhang Financial
Michigan
$642K +$158 +1 +0%
OAM
497
Oak Asset Management
California
$636K +$8.21K +52 +1%
SWM
498
Spire Wealth Management
Virginia
$628K -$165K -1,046 -22%
CWM
499
Cahaba Wealth Management
Georgia
$628K +$7.26K +46 +1%
MMA
500
Miracle Mile Advisors
California
$628K +$69.6K +441 +13%
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