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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
Apella Capital
Connecticut
$447K +$45.4K +362 +12%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$446K -$118K -941 -22%
LFA
503
LGT Financial Advisors
Texas
$445K +$1.63K +13 +0.4%
SAW
504
Signal Advisors Wealth
Michigan
$443K -$141K -1,121 -25%
CIA
505
Capital Investment Advisors
Georgia
$437K +$19.8K +158 +5%
DRP
506
Decker Retirement Planning
Utah
$437K +$76.3K +608 +23%
MFGP
507
Marshall Financial Group (Pennsylvania)
Pennsylvania
$435K +$1.25K +10 +0.3%
LWM
508
LJI Wealth Management
Indiana
$432K -$11.7K -93 -3%
WP
509
Westmount Partners
California
$431K – – –
BAM
510
Berkshire Asset Management
Pennsylvania
$428K – – –
PA
511
Pinnacle Associates
New York
$427K -$8.65K -69 -2%
AIM
512
Allen Investment Management
New York
$427K – – –
CBA
513
Coastal Bridge Advisors
Connecticut
$423K -$12.5K -100 -3%
WIC
514
Woodmont Investment Counsel
Tennessee
$423K -$66.3K -529 -14%
GBT
515
Grove Bank & Trust
Florida
$422K +$50.2K +400 +14%
SWP
516
Sagespring Wealth Partners
Tennessee
$420K -$1.13K -9 -0.3%
IWA
517
Icon Wealth Advisors
Texas
$418K +$125 +1 +0%
JWA
518
JFS Wealth Advisors
Pennsylvania
$414K +$24.3K +194 +7%
FTWA
519
Fifth Third Wealth Advisors
Ohio
$412K +$69.7K +556 +22%
HAS
520
Holland Advisory Services
Florida
$410K +$1.5K +12 +0.4%
RIM
521
Rockbridge Investment Management
New York
$410K – – –
AHC
522
Anderson Hoagland & Co
Missouri
$410K – – –
FUBT
523
First United Bank & Trust
Maryland
$409K -$92.8K -740 -19%
TC
524
Trilogy Capital
California
$408K -$6.15K -49 -2%
TWM
525
Topsail Wealth Management
North Carolina
$408K – – –
19 20
21
22 23