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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
501
Householder Group Estate & Retirement Specialist
Arizona
$385K -$4.95K -42 -1%
PA
502
Parallel Advisors
California
$380K +$22.5K +191 +7%
MOS
503
MGO One Seven
Ohio
$379K +$78.4K +666 +28%
FB
504
First Bancorp
Maine
$376K – – –
PAI
505
Pittenger & Anderson Inc
Nebraska
$376K – – –
MIC
506
Means Investment Company
Maine
$376K -$18.6K -158 -5%
WP
507
WealthPLAN Partners
Nebraska
$375K +$13K +110 +4%
SRC
508
Shufro Rose & Co
New York
$374K +$19.7K +167 +6%
IAA
509
Independent Advisor Alliance
North Carolina
$372K – – –
RCM
510
Richardson Capital Management
Wisconsin
$372K +$349K +2,966 New
FCM
511
Firestone Capital Management
Florida
$371K – – –
MFG
512
MidWestOne Financial Group
Iowa
$370K – – –
JWA
513
JFS Wealth Advisors
Pennsylvania
$368K – – –
PA
514
Pinnacle Associates
New York
$366K +$17K +144 +5%
AC
515
Apella Capital
Connecticut
$365K +$942 +8 +0.3%
RA
516
Ruggaard & Associates
Ohio
$363K – – –
TW
517
TrinityPoint Wealth
Connecticut
$359K +$29.4K +250 +10%
DTC
518
Davidson Trust Company
Washington
$359K – – –
TF
519
Theory Financial
Colorado
$352K +$112K +951 +51%
GFS
520
GYL Financial Synergies
Connecticut
$351K – – –
GBT
521
Grove Bank & Trust
Florida
$351K +$100K +849 +44%
FFC
522
First Financial Corp
Indiana
$349K – – –
TRCT
523
Tower Research Capital (TRC)
New York
$348K +$268K +2,273 +449%
TA
524
TFG Advisers
Michigan
$347K -$4.36K -37 -1%
CTWM
525
Cherry Tree Wealth Management
Minnesota
$345K – – –
19 20
21
22 23