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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
551
Essex Private Wealth Management
Massachusetts
$267K – – –
PFG
552
Pacific Financial Group
Washington
$267K -$4.85K -46 -2%
CA
553
Continuum Advisory
Idaho
$267K +$28.7K +272 +13%
SIC
554
Sigma Investment Counselors
Michigan
$263K -$454K -4,310 -64%
NAM
555
NTV Asset Management
West Virginia
$255K – – –
SW
556
SkyOak Wealth
Michigan
$254K +$39.5K +375 +19%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$254K +$21.3K +202 +10%
BFA
558
Beacon Financial Advisory
Ohio
$252K +$17.3K +164 +8%
PA
559
Prossimo Advisors
California
$251K +$240K +2,281 New
MBT
560
Montecito Bank & Trust
California
$250K -$13.1K -124 -5%
1IA
561
1834 Investment Advisors
Wisconsin
$249K – – –
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248K – – –
TFGT
563
TS Financial Group (TSFG)
Illinois
$248K +$421 +4 +0.2%
USB
564
Union Savings Bank
Connecticut
$247K +$227K +2,157 New
AFC
565
AFT Forsyth & Company
Florida
$247K +$316 +3 +0.1%
FFA
566
First Foundation Advisors
California
$244K +$234K +2,226 New
PPP
567
Private Portfolio Partners
New Jersey
$244K +$105 +1 +0%
BWA
568
Burt Wealth Advisors
Maryland
$244K – – –
KL
569
KilterHowling LLC
Colorado
$243K +$843 +8 +0.4%
BRA
570
Biechele Royce Advisors
Indiana
$240K +$230K +2,183 New
GIA
571
GHP Investment Advisors
Colorado
$240K +$21.5K +204 +11%
NL
572
NWAM LLC
Washington
$238K +$1.48K +14 +0.6%
PCIA
573
Prime Capital Investment Advisors
Kansas
$237K +$227K +2,156 New
ST
574
Smithfield Trust
Pennsylvania
$236K +$123K +1,168 +119%
RFN
575
RDA Financial Network
Iowa
$236K -$1.37K -13 -0.6%
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