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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
526
Ballast Inc
Kentucky
$304K +$358 +3 +0.1%
EI
527
Ellevest Inc
New York
$300K +$716 +6 +0.2%
ATC
528
Argent Trust Co
Tennessee
$299K -$2.87K -24 -1%
AF
529
Allworth Financial
California
$299K -$1.79K -15 -0.6%
ZIM
530
Zacks Investment Management
Illinois
$297K -$27.8K -233 -9%
PPW
531
Pinnacle Private Wealth
Massachusetts
$297K +$290K +2,429 New
PIFP
532
Partners in Financial Planning
Virginia
$294K – – –
BCA
533
Biltmore Capital Advisors
New Jersey
$293K -$138K -1,158 -33%
AA
534
Ancora Advisors
Ohio
$291K -$8K -67 -3%
TFGT
535
TS Financial Group (TSFG)
Illinois
$291K +$24.6K +206 +9%
MCM
536
Morton Capital Management
California
$290K +$283K +2,370 New
FIA
537
Foundations Investment Advisors
Arizona
$288K -$11.8K -99 -4%
SCM
538
Southport Capital Management
Tennessee
$288K -$8.95K -75 -3%
1IA
539
1834 Investment Advisors
Wisconsin
$288K -$8.12K -68 -3%
BP
540
Ballentine Partners
Massachusetts
$287K – – –
RFN
541
RDA Financial Network
Iowa
$286K – – –
AFG
542
Allegheny Financial Group
Pennsylvania
$286K +$12.8K +107 +5%
FCA
543
FinTrust Capital Advisors
South Carolina
$280K -$11.9K -100 -4%
BWA
544
Burt Wealth Advisors
Maryland
$277K – – –
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K – – –
AP
546
Appleton Partners
Massachusetts
$276K +$12.9K +108 +5%
MAM
547
Marotta Asset Management
Virginia
$271K +$6.68K +56 +3%
MA
548
MAS Advisors
Florida
$271K +$264K +2,215 New
CAG
549
Crestwood Advisors Group
Massachusetts
$269K +$29.4K +246 +13%
KL
550
KilterHowling LLC
Colorado
$265K +$258K +2,164 New
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22
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