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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
501
IEQ Capital
California
$531K -$63.6K -455 -11%
EA
502
Enclave Advisors
Texas
$530K – – –
SWM
503
Sherman Wealth Management
Maryland
$524K +$520K +3,718 New
EAM
504
Evanson Asset Management
California
$522K +$140 +1 +0%
SB
505
Simmons Bank
Arkansas
$522K – – –
AWMS
506
Advocacy Wealth Management Services
Georgia
$518K – – –
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$518K -$15.1K -108 -3%
GAA
508
Guardian Asset Advisors
Pennsylvania
$517K +$2.94K +21 +0.6%
FA
509
Financial Alternatives
California
$517K – – –
FWM
510
FLP Wealth Management
Arkansas
$516K +$94.4K +675 +23%
1SB
511
1ST Source Bank
Indiana
$515K -$21K -150 -4%
AC
512
Apella Capital
Connecticut
$508K +$18.9K +135 +4%
GPA
513
Guidance Point Advisors
Massachusetts
$506K +$2.38K +17 +0.5%
PPW
514
Parcion Private Wealth
Washington
$506K -$204K -1,460 -29%
FF
515
Finley Financial
Nevada
$503K – – –
BEAM
516
Baker Ellis Asset Management
Washington
$496K – – –
CIA
517
Compass Ion Advisors
Pennsylvania
$494K +$280 +2 +0.1%
WP
518
WealthPLAN Partners
Nebraska
$493K – – –
FLPIM
519
F.L. Putnam Investment Management
Massachusetts
$493K +$39.1K +280 +9%
RIS
520
Retirement Income Solutions
Michigan
$491K -$150K -1,070 -24%
WIM
521
Wittenberg Investment Management
Massachusetts
$491K – – –
CI
522
Cordant Inc
Oregon
$488K -$218K -1,557 -31%
PCA
523
Pallas Capital Advisors
Massachusetts
$488K -$21.7K -155 -4%
MWM
524
Mission Wealth Management
California
$488K +$146K +1,046 +43%
2WWM
525
21 West Wealth Management
California
$483K – – –
19 20
21
22 23