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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
476
Stonegate Investment Group
Alabama
$377K +$64K +544 +21%
CFB
477
Cullen/Frost Bankers
Texas
$370K – – –
SHWM
478
Smith & Howard Wealth Management
Georgia
$370K – – –
DWA
479
Dougherty Wealth Advisers
Minnesota
$369K – – –
KWS
480
Keystone Wealth Services
California
$367K – – –
OIA
481
OneDigital Investment Advisors
Kansas
$367K +$361K +3,070 New
CCG
482
Cypress Capital Group
Florida
$367K +$362K +3,071 New
SFG
483
SNS Financial Group
Minnesota
$364K -$3.88K -33 -1%
IA
484
IFG Advisory
Georgia
$362K – – –
MHS
485
M Holdings Securities
Oregon
$362K +$356K +3,024 New
PAI
486
Pittenger & Anderson Inc
Nebraska
$359K – – –
LIM
487
Lathrop Investment Management
Arkansas
$357K – – –
MWM
488
Mission Wealth Management
California
$357K – – –
FCM
489
Firestone Capital Management
Florida
$354K – – –
SIS
490
Sound Income Strategies
Florida
$353K -$10.6K -90 -3%
LAS
491
Lloyd Advisory Services
Georgia
$353K +$1.88K +16 +0.5%
PCA
492
Pallas Capital Advisors
Massachusetts
$352K -$80.9K -687 -19%
JWA
493
JFS Wealth Advisors
Pennsylvania
$352K – – –
RIA
494
Regal Investment Advisors
Michigan
$342K -$171K -1,451 -34%
IF
495
Intrua Financial
Texas
$339K +$334K +2,837 New
FLI
496
Family Legacy Inc
South Carolina
$337K -$5.06K -43 -2%
MIC
497
Meridian Investment Counsel
California
$336K – – –
PA
498
Pinnacle Associates
New York
$332K – – –
CSWM
499
Cassady Schiller Wealth Management
Ohio
$331K +$8.36K +71 +3%
RBFC
500
Roman Butler Fullerton & Co
Missouri
$329K +$324K +2,754 New
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