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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
576
Diversified Management
Wisconsin
$473K -$430K -2,725 -49%
DI
577
DAGCO Inc
Ohio
$472K – – –
VA
578
Valmark Advisers
Ohio
$469K +$25.7K +163 +6%
FB
579
Fulton Bank
Pennsylvania
$467K – – –
CW
580
CreativeOne Wealth
Kansas
$467K -$103K -650 -19%
KCM
581
Kanawha Capital Management
Virginia
$464K +$9.47K +60 +2%
BA
582
Bridgewater Advisors
New York
$463K – – –
PD
583
Planning Directions
Pennsylvania
$459K +$12.5K +79 +3%
CWM
584
Cranbrook Wealth Management
Michigan
$457K -$22.2K -141 -5%
DFG
585
Dynamic Financial Group
Iowa
$457K +$30.6K +194 +8%
LWPC
586
Legacy Wealth Partners (Colorado)
Colorado
$456K +$9.94K +63 +2%
PWM
587
Perigon Wealth Management
California
$454K +$316 +2 +0.1%
MOS
588
MGO One Seven
Ohio
$453K -$19.4K -123 -4%
SW
589
SMART Wealth
Nebraska
$453K -$42K -266 -9%
SCTC
590
Sanibel Captiva Trust Company
Florida
$452K +$56.6K +359 +15%
CFP
591
Cascade Financial Partners
California
$452K +$41K +260 +10%
SA
592
Sovran Advisors
California
$443K +$45.9K +291 +13%
CG
593
Caprock Group
Idaho
$443K +$425K +2,692 New
RHIG
594
R.H. Investment Group
Arizona
$442K – – –
HAS
595
Holland Advisory Services
Florida
$442K -$17.7K -112 -4%
FFC
596
First Financial Corp
Indiana
$439K -$1.1K -7 -0.3%
LSWP
597
Liberty Square Wealth Partners
Pennsylvania
$438K – – –
XPN
598
XY Planning Network
Montana
$436K +$6.94K +44 +2%
RBFC
599
Roman Butler Fullerton & Co
Missouri
$433K +$71.2K +451 +21%
NAM
600
NTV Asset Management
West Virginia
$432K – – –
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