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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
501
Westmount Partners
California
$431K – – –
IBOK
502
Independence Bank of Kentucky
Kentucky
$429K -$156K -1,235 -28%
AIM
503
Allen Investment Management
New York
$427K – – –
IWA
504
Icon Wealth Advisors
Texas
$424K +$253 +2 +0.1%
TC
505
Trilogy Capital
California
$423K +$379 +3 +0.1%
KWA
506
Kingswood Wealth Advisors
California
$420K +$401K +3,177 New
PIA
507
Pinion Investment Advisors
Kansas
$414K +$21.5K +170 +6%
HAS
508
Holland Advisory Services
Florida
$413K -$6.82K -54 -2%
MCWS
509
McKinley Carter Wealth Services
West Virginia
$412K -$186K -1,474 -32%
PCA
510
Prosperity Capital Advisors
Ohio
$411K -$18.7K -148 -5%
GJIA
511
Glass Jacobson Investment Advisors
Maryland
$410K +$505 +4 +0.1%
FA
512
Flagstar Advisors
New York
$410K -$12.8K -101 -3%
CFG
513
Clayton Financial Group
Missouri
$409K +$12.3K +97 +3%
PCS
514
Private Client Services
Kentucky
$404K +$758 +6 +0.2%
HGERS
515
Householder Group Estate & Retirement Specialist
Arizona
$403K -$2.53K -20 -0.7%
NEWAS
516
N.E.W. Advisory Services
Wisconsin
$400K -$75.2K -595 -16%
AAS
517
Annex Advisory Services
Wisconsin
$399K +$69.6K +551 +22%
SIC
518
Sterling Investment Counsel
New York
$398K – – –
CG
519
Cynosure Group
Utah
$397K – – –
FB
520
First Bancorp
Maine
$397K – – –
PAI
521
Pittenger & Anderson Inc
Nebraska
$397K – – –
FFA
522
Farther Finance Advisors
California
$395K +$17.3K +137 +5%
RCM
523
Richardson Capital Management
Wisconsin
$392K – – –
FCM
524
Firestone Capital Management
Florida
$391K – – –
JWA
525
JFS Wealth Advisors
Pennsylvania
$389K – – –
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