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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
551
Breakwater Capital Group
New Jersey
$444K +$13.8K +93 +3%
WIC
552
Woodmont Investment Counsel
Tennessee
$440K -$26.6K -179 -6%
SW
553
SMART Wealth
Nebraska
$440K +$6.09K +41 +1%
FB
554
First Bancorp
Maine
$439K – – –
FCM
555
Firestone Capital Management
Florida
$439K +$7.42K +50 +2%
BWM
556
BCS Wealth Management
Tennessee
$437K -$445K -3,000 -50%
PAI
557
Pittenger & Anderson Inc
Nebraska
$437K – – –
GHA
558
Granite Harbor Advisors
Texas
$437K -$2.97K -20 -0.7%
PA
559
Pinnacle Associates
New York
$435K – – –
NWM
560
Navigation Wealth Management
Colorado
$435K +$31.5K +212 +8%
FUBT
561
First United Bank & Trust
Maryland
$434K -$17.1K -115 -4%
AWA
562
American Wealth Advisors
Georgia
$434K -$14.7K -99 -3%
RCM
563
Richardson Capital Management
Wisconsin
$432K – – –
BA
564
Bridgewater Advisors
New York
$432K – – –
FFO
565
Fortitude Family Office
Arizona
$431K – – –
CIA
566
Capital Investment Advisors
Georgia
$431K -$3.56K -24 -0.8%
NEWAS
567
N.E.W. Advisory Services
Wisconsin
$430K – – –
AP
568
Appleton Partners
Massachusetts
$429K -$1.48K -10 -0.3%
CWM
569
Cranbrook Wealth Management
Michigan
$425K -$7.72K -52 -2%
PIFP
570
Partners in Financial Planning
Virginia
$425K +$297 +2 +0.1%
TC
571
Trilogy Capital
California
$424K -$27.5K -185 -6%
MOS
572
MGO One Seven
Ohio
$419K -$21.5K -145 -5%
DI
573
DAGCO Inc
Ohio
$418K – – –
FB
574
Fulton Bank
Pennsylvania
$414K – – –
DTC
575
Davidson Trust Company
Washington
$410K – – –
21 22
23
24 25