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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
LJI Wealth Management
Indiana
$424K -$52.1K -400 -11%
LFA
502
LGT Financial Advisors
Texas
$423K +$1.56K +12 +0.4%
PA
503
PFG Advisors
Arizona
$422K – – –
PA
504
Pinnacle Associates
New York
$416K +$37.1K +285 +9%
CBA
505
Coastal Bridge Advisors
Connecticut
$416K +$430K +3,302 New
MFGP
506
Marshall Financial Group (Pennsylvania)
Pennsylvania
$414K +$1.3K +10 +0.3%
SIC
507
Sterling Investment Counsel
New York
$412K +$34K +261 +9%
WP
508
Westmount Partners
California
$410K +$130 +1 +0%
BAM
509
Berkshire Asset Management
Pennsylvania
$408K +$16.5K +127 +4%
AIM
510
Allen Investment Management
New York
$407K – – –
EPM
511
Elm Partners Management
Pennsylvania
$407K +$88.8K +682 +27%
SWP
512
Sagespring Wealth Partners
Tennessee
$402K -$38.9K -299 -9%
MMA
513
Miracle Mile Advisors
California
$402K +$87.6K +673 +27%
DI
514
DAGCO Inc
Ohio
$402K +$130 +1 +0%
CFG
515
Clayton Financial Group
Missouri
$401K +$10.9K +84 +3%
HW
516
Hancock Whitney
Mississippi
$399K -$12.8K -98 -3%
MCWS
517
McKinley Carter Wealth Services
West Virginia
$398K -$7.03K -54 -2%
IWA
518
Icon Wealth Advisors
Texas
$398K -$4.82K -37 -1%
CIA
519
Capital Investment Advisors
Georgia
$397K +$130 +1 +0%
AF
520
Allworth Financial
California
$396K +$391 +3 +0.1%
TC
521
Trilogy Capital
California
$395K +$260 +2 +0.1%
WP
522
WealthPLAN Partners
Nebraska
$391K +$32.9K +253 +9%
FTUS
523
Flow Traders U.S.
New York
$391K +$404K +3,101 New
RIM
524
Rockbridge Investment Management
New York
$391K -$199K -1,530 -33%
HAS
525
Holland Advisory Services
Florida
$389K -$3.38K -26 -0.8%
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