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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Silvercrest Asset Management
New York
$533K -$6.99K -50 -1%
IC
502
IEQ Capital
California
$531K -$63.6K -455 -11%
EA
503
Enclave Advisors
Texas
$530K – – –
SWM
504
Sherman Wealth Management
Maryland
$524K +$520K +3,718 New
EAM
505
Evanson Asset Management
California
$522K +$140 +1 +0%
SB
506
Simmons Bank
Arkansas
$522K – – –
AWMS
507
Advocacy Wealth Management Services
Georgia
$518K – – –
HCMT
508
Highland Capital Management (Tennessee)
Tennessee
$518K -$15.1K -108 -3%
GAA
509
Guardian Asset Advisors
Pennsylvania
$517K +$2.94K +21 +0.6%
FA
510
Financial Alternatives
California
$517K – – –
FWM
511
FLP Wealth Management
Arkansas
$516K +$94.4K +675 +23%
1SB
512
1ST Source Bank
Indiana
$515K -$21K -150 -4%
AC
513
Apella Capital
Connecticut
$508K +$18.9K +135 +4%
GPA
514
Guidance Point Advisors
Massachusetts
$506K +$2.38K +17 +0.5%
PPW
515
Parcion Private Wealth
Washington
$506K -$204K -1,460 -29%
FF
516
Finley Financial
Nevada
$503K – – –
BEAM
517
Baker Ellis Asset Management
Washington
$496K – – –
CIA
518
Compass Ion Advisors
Pennsylvania
$494K +$280 +2 +0.1%
WP
519
WealthPLAN Partners
Nebraska
$493K – – –
FLPIM
520
F.L. Putnam Investment Management
Massachusetts
$493K +$39.1K +280 +9%
RIS
521
Retirement Income Solutions
Michigan
$491K -$150K -1,070 -24%
WIM
522
Wittenberg Investment Management
Massachusetts
$491K – – –
CI
523
Cordant Inc
Oregon
$488K -$218K -1,557 -31%
PCA
524
Pallas Capital Advisors
Massachusetts
$488K -$21.7K -155 -4%
MWM
525
Mission Wealth Management
California
$488K +$146K +1,046 +43%
19 20
21
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