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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
551
Cherry Tree Wealth Management
Minnesota
$352K +$4.82K +37 +1%
BA
552
Bridgewater Advisors
New York
$351K +$371K +2,853 New
KCM
553
Kanawha Capital Management
Virginia
$348K -$102K -780 -22%
LI
554
Leeward Investments
Massachusetts
$347K – – –
MIC
555
Means Investment Company
Maine
$347K +$651 +5 +0.2%
PWM
556
Perigon Wealth Management
California
$347K -$76.6K -588 -18%
SDJVC
557
St. Denis J. Villere & Co
Louisiana
$344K – – –
AHC
558
Anderson Hoagland & Co
Missouri
$343K – – –
PCA
559
Prosperity Capital Advisors
Ohio
$341K -$1.47M -11,258 -81%
BFA
560
Beacon Financial Advisory
Ohio
$340K +$4.56K +35 +1%
DRP
561
Decker Retirement Planning
Utah
$340K +$67.7K +520 +24%
FFC
562
First Financial Corp
Indiana
$338K – – –
T
563
Transce3nd
Texas
$337K +$57.3K +440 +20%
TA
564
TFG Advisers
Michigan
$337K +$781 +6 +0.2%
VFPW
565
Vantage Financial Partners (Wisconsin)
Wisconsin
$336K -$385K -2,960 -53%
NB
566
Nicolet Bankshares
Wisconsin
$333K – – –
NAM
567
NTV Asset Management
West Virginia
$331K – – –
BCM
568
BTC Capital Management
Iowa
$330K – – –
NF
569
Nvest Financial
New Hampshire
$329K +$3.38K +26 +1%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$329K +$155K +1,192 +84%
MOS
571
MGO One Seven
Ohio
$327K +$521 +4 +0.2%
IA
572
IFG Advisory
Georgia
$326K -$2.73K -21 -0.8%
APW
573
Acima Private Wealth
Virginia
$326K – – –
SWA
574
Stratos Wealth Advisors
Ohio
$325K -$218K -1,678 -39%
BIG
575
Builder Investment Group
Georgia
$324K – – –
21 22
23
24 25