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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
476
F.L. Putnam Investment Management
Massachusetts
$416K +$7.25K +68 +2%
PFBT
477
Parkside Financial Bank & Trust
Missouri
$414K +$184K +1,728 +94%
HAS
478
Holland Advisory Services
Florida
$414K +$3.94K +37 +1%
FTWA
479
Fifth Third Wealth Advisors
Ohio
$411K -$21.3K -200 -5%
AWA
480
Artemis Wealth Advisors
New York
$409K +$1.92K +18 +0.5%
BEAM
481
Baker Ellis Asset Management
Washington
$407K – – –
VFA
482
Valeo Financial Advisors
Indiana
$407K -$4.79K -45 -1%
GPA
483
Guidance Point Advisors
Massachusetts
$405K -$168K -1,575 -31%
SG
484
StoneX Group
New York
$400K -$1.06K -10 -0.3%
PI
485
PFG Investments
New York
$399K +$13.4K +126 +4%
CIA
486
Compass Ion Advisors
Pennsylvania
$398K +$533 +5 +0.1%
KCM
487
Kanawha Capital Management
Virginia
$394K – – –
PCS
488
Private Client Services
Kentucky
$394K +$361K +3,389 New
CWM
489
Cranbrook Wealth Management
Michigan
$389K – – –
GJIA
490
Glass Jacobson Investment Advisors
Maryland
$388K -$63.5K -596 -15%
CCM
491
Cohen Capital Management
California
$388K +$1.81K +17 +0.5%
CCM
492
Coldstream Capital Management
Washington
$386K +$354K +3,320 New
AG
493
AlTi Global
New York
$379K +$347K +3,261 New
PWM
494
Perigon Wealth Management
California
$378K +$639 +6 +0.2%
EA
495
Eudaimonia Advisors
Tennessee
$377K – – –
PIFP
496
Partners in Financial Planning
Virginia
$377K – – –
MFGP
497
Marshall Financial Group (Pennsylvania)
Pennsylvania
$376K +$3.09K +29 +0.9%
AIM
498
Allen Investment Management
New York
$376K – – –
FPAS
499
Focus Partners Advisor Solutions
Missouri
$375K +$344K +3,225 New
AWM
500
Apollon Wealth Management
South Carolina
$375K -$2.77K -26 -0.8%
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