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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
476
Enclave Advisors
Texas
$486K – – –
WIC
477
Woodmont Investment Counsel
Tennessee
$482K -$10K -75 -2%
CIA
478
Choate Investment Advisors
Massachusetts
$481K +$498K +3,719 New
VFA
479
Valeo Financial Advisors
Indiana
$479K -$3.08K -23 -0.6%
EAM
480
Evanson Asset Management
California
$478K +$134 +1 +0%
PFBT
481
Parkside Financial Bank & Trust
Missouri
$478K +$18.1K +135 +4%
TWP
482
Total Wealth Planning
Ohio
$476K -$29.8K -223 -6%
CFG
483
Cooper Financial Group
California
$476K -$9.24K -69 -2%
FF
484
Finley Financial
Nevada
$476K +$483K +3,610 New
FA
485
Financial Alternatives
California
$474K – – –
ZF
486
Zhang Financial
Michigan
$471K – – –
DFG
487
Dynamic Financial Group
Iowa
$465K +$481K +3,593 New
SB
488
Simmons Bank
Arkansas
$462K +$6.56K +49 +1%
KCM
489
Kanawha Capital Management
Virginia
$458K – – –
GPA
490
Guidance Point Advisors
Massachusetts
$457K +$2.01K +15 +0.4%
LSWP
491
Liberty Square Wealth Partners
Pennsylvania
$457K +$461K +3,441 New
DW30
492
Drucker Wealth 3.0
New Jersey
$455K -$8.97K -67 -2%
PGAM
493
Princeton Global Asset Management
New Jersey
$455K -$20.3K -152 -4%
BEAM
494
Baker Ellis Asset Management
Washington
$453K – – –
SWP
495
Sagespring Wealth Partners
Tennessee
$451K +$467K +3,489 New
WIM
496
Wittenberg Investment Management
Massachusetts
$450K -$640K -4,784 -58%
WWM
497
Western Wealth Management
Colorado
$447K -$36.3K -271 -7%
PWM
498
Perigon Wealth Management
California
$444K +$94.6K +707 +27%
CIA
499
Compass Ion Advisors
Pennsylvania
$444K +$268 +2 +0.1%
NCM
500
NCM Capital Management
New Jersey
$440K – – –
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