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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
476
Simmons Bank
Arkansas
$425K – – –
SWP
477
Summit Wealth Partners
Florida
$424K -$124K -1,020 -23%
GPA
478
Guidance Point Advisors
Massachusetts
$423K +$1.46K +12 +0.3%
BEAM
479
Baker Ellis Asset Management
Washington
$423K – – –
MFG
480
Merit Financial Group
Georgia
$419K +$6.08K +50 +1%
FWI
481
Facet Wealth Inc
Maryland
$419K +$11.8K +97 +3%
SG
482
StoneX Group
New York
$411K +$193K +1,586 +87%
NCM
483
NCM Capital Management
New Jersey
$411K – – –
IWA
484
Icon Wealth Advisors
Texas
$410K +$122 +1 +0%
RFG
485
REAP Financial Group
Texas
$406K -$769K -6,330 -65%
HI
486
Harbour Investments
Wisconsin
$405K +$18.6K +153 +5%
CWM
487
Cranbrook Wealth Management
Michigan
$404K – – –
AG
488
AlTi Global
New York
$394K – – –
PCA
489
Prosperity Capital Advisors
Ohio
$393K +$159K +1,312 +68%
MFGP
490
Marshall Financial Group (Pennsylvania)
Pennsylvania
$392K +$1.09K +9 +0.3%
JSW
491
Journey Strategic Wealth
New Jersey
$392K +$395K +3,251 New
AIM
492
Allen Investment Management
New York
$390K – – –
SCP
493
Stevens Capital Partners
Nebraska
$390K +$365 +3 +0.1%
WP
494
Westmount Partners
California
$389K +$122 +1 +0%
FA
495
Flagstar Advisors
New York
$387K -$46.9K -386 -11%
TC
496
Trilogy Capital
California
$386K +$6.8K +56 +2%
HAS
497
Holland Advisory Services
Florida
$384K +$1.22K +10 +0.3%
JFGIW
498
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$379K +$7.41K +61 +2%
FAIM
499
Financial Advocates Investment Management
Washington
$378K +$148K +1,220 +64%
CFG
500
Clayton Financial Group
Missouri
$375K +$136K +1,120 +60%
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