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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
501
Old Mission Capital
Illinois
$361K +$359K +3,426 New
ODIJL
502
One Day In July LLC
Vermont
$360K +$359K +3,420 New
SG
503
StoneX Group
New York
$360K -$111K -1,063 -24%
APW
504
Acima Private Wealth
Virginia
$359K – – –
KCM
505
Kanawha Capital Management
Virginia
$357K +$356K +3,390 New
SCA
506
Snowden Capital Advisors
New York
$357K +$355K +3,388 New
SIG
507
Stonegate Investment Group
Alabama
$357K +$8.39K +80 +2%
RLKPA
508
Robbie L. Kennerson P.A.
Florida
$356K +$354K +3,380 New
MWM
509
Maripau Wealth Management
Indiana
$355K -$17.7K -169 -5%
CWM
510
Cranbrook Wealth Management
Michigan
$352K – – –
HW
511
Hancock Whitney
Mississippi
$351K +$350K +3,333 New
IWA
512
Icon Wealth Advisors
Texas
$349K – – –
DT
513
Diversified Trust
Tennessee
$345K – – –
SWA
514
Stratos Wealth Advisors
Ohio
$342K -$50.3K -480 -13%
EA
515
Eudaimonia Advisors
Tennessee
$342K -$7.55K -72 -2%
MFG
516
Merit Financial Group
Georgia
$341K +$340K +3,241 New
IAG
517
Investment Advisory Group
Massachusetts
$340K – – –
PIFP
518
Partners in Financial Planning
Virginia
$340K – – –
RWA
519
Ropes Wealth Advisors
Massachusetts
$339K -$18.5K -176 -5%
FA
520
FDx Advisors
Illinois
$338K +$90.8K +866 +37%
MIC
521
Means Investment Company
Maine
$336K +$105 +1 +0%
WP
522
Westmount Partners
California
$328K +$327K +3,117 New
BAM
523
Berkshire Asset Management
Pennsylvania
$327K +$1.57K +15 +0.5%
DWA
524
Dougherty Wealth Advisers
Minnesota
$325K – – –
PA
525
PFG Advisors
Arizona
$324K -$55.4K -528 -15%
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