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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
PFG Advisors
Arizona
$619K -$21.9K -139 -4%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$616K +$39.4K +250 +7%
EWA
503
EverSource Wealth Advisors
Alabama
$611K +$12K +76 +2%
EF
504
Evanson Financial
Virginia
$609K +$584K +3,700 New
AWMS
505
Advocacy Wealth Management Services
Georgia
$605K – – –
LWM
506
LongView Wealth Management
Georgia
$605K +$24.6K +156 +4%
WT
507
Washington Trust
Rhode Island
$604K – – –
FA
508
Financial Alternatives
California
$603K – – –
1SB
509
1ST Source Bank
Indiana
$601K – – –
SWM
510
Sherman Wealth Management
Maryland
$601K -$8.52K -54 -1%
BI
511
Berkeley Inc
Idaho
$600K -$29K -184 -5%
PIA
512
Pinion Investment Advisors
Kansas
$598K -$13.4K -85 -2%
MWM
513
Modern Wealth Management
Kansas
$595K +$245K +1,554 +75%
GPA
514
Guidance Point Advisors
Massachusetts
$594K +$1.74K +11 +0.3%
GAA
515
Guardian Asset Advisors
Pennsylvania
$591K -$54K -342 -9%
PPW
516
Parcion Private Wealth
Washington
$591K – – –
FF
517
Finley Financial
Nevada
$587K – – –
CA
518
Centennial Advisors
Texas
$586K -$65.3K -414 -10%
CPC
519
Consolidated Planning Corp
Georgia
$584K +$72.1K +457 +15%
AWM
520
Apollon Wealth Management
South Carolina
$583K -$158K -1,003 -22%
VNIM
521
Vaughan Nelson Investment Management
Texas
$583K +$235K +1,490 +73%
BEAM
522
Baker Ellis Asset Management
Washington
$579K – – –
CIA
523
Compass Ion Advisors
Pennsylvania
$577K – – –
RDFA
524
Ritter Daniher Financial Advisory
Ohio
$573K +$21.5K +136 +4%
WIM
525
Wittenberg Investment Management
Massachusetts
$572K – – –
19 20
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