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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
501
Pittenger & Anderson Inc
Nebraska
$319K – – –
WP
502
WealthPLAN Partners
Nebraska
$317K -$118K -1,084 -27%
LIM
503
Lathrop Investment Management
Arkansas
$317K – – –
MFG
504
Merit Financial Group
Georgia
$315K -$30.3K -278 -9%
FCM
505
Firestone Capital Management
Florida
$314K – – –
PI
506
PFG Investments
New York
$314K +$323K +2,957 New
EWA
507
EverSource Wealth Advisors
Alabama
$314K +$35.8K +328 +13%
MFG
508
MidWestOne Financial Group
Iowa
$313K +$66.2K +607 +26%
JWA
509
JFS Wealth Advisors
Pennsylvania
$312K – – –
MWM
510
Mission Wealth Management
California
$312K +$327 +3 +0.1%
IA
511
IFG Advisory
Georgia
$311K +$109 +1 +0%
PIA
512
Pinion Investment Advisors
Kansas
$309K +$110K +1,007 +53%
SWA
513
Stratos Wealth Advisors
Ohio
$309K -$37.4K -343 -11%
SCP
514
Stevens Capital Partners
Nebraska
$309K -$16.6K -152 -5%
AMM
515
American Money Management
California
$307K -$6.55K -60 -2%
FSA
516
Financial Sense Advisors
California
$306K -$1.75K -16 -0.6%
MC
517
Moors & Cabot
Massachusetts
$306K +$15.9K +146 +5%
AWS
518
AJ Wealth Strategies
New York
$304K – – –
BIG
519
Builder Investment Group
Georgia
$301K – – –
TA
520
TFG Advisers
Michigan
$300K +$6.11K +56 +2%
PA
521
PFG Advisors
Arizona
$298K -$28.7K -263 -9%
MIC
522
Meridian Investment Counsel
California
$298K – – –
GFS
523
GYL Financial Synergies
Connecticut
$297K +$13.4K +123 +5%
SAG
524
SageView Advisory Group
California
$296K +$304K +2,783 New
PA
525
Pinnacle Associates
New York
$295K -$7.09K -65 -2%
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