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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
576
Partners in Financial Planning
Virginia
$480K +$473 +3 +0.1%
TC
577
Trilogy Capital
California
$479K +$473 +3 +0.1%
DM
578
Diversified Management
Wisconsin
$473K -$430K -2,725 -49%
DI
579
DAGCO Inc
Ohio
$472K – – –
VA
580
Valmark Advisers
Ohio
$469K +$25.7K +163 +6%
FB
581
Fulton Bank
Pennsylvania
$467K – – –
CW
582
CreativeOne Wealth
Kansas
$467K -$103K -650 -19%
KCM
583
Kanawha Capital Management
Virginia
$464K +$9.47K +60 +2%
BA
584
Bridgewater Advisors
New York
$463K – – –
PD
585
Planning Directions
Pennsylvania
$459K +$12.5K +79 +3%
CWM
586
Cranbrook Wealth Management
Michigan
$457K -$22.2K -141 -5%
DFG
587
Dynamic Financial Group
Iowa
$457K +$30.6K +194 +8%
LWPC
588
Legacy Wealth Partners (Colorado)
Colorado
$456K +$9.94K +63 +2%
PWM
589
Perigon Wealth Management
California
$454K +$316 +2 +0.1%
MOS
590
MGO One Seven
Ohio
$453K -$19.4K -123 -4%
SW
591
SMART Wealth
Nebraska
$453K -$42K -266 -9%
SCTC
592
Sanibel Captiva Trust Company
Florida
$452K +$56.6K +359 +15%
CFP
593
Cascade Financial Partners
California
$452K +$41K +260 +10%
SA
594
Sovran Advisors
California
$443K +$45.9K +291 +13%
CG
595
Caprock Group
Idaho
$443K +$425K +2,692 New
RHIG
596
R.H. Investment Group
Arizona
$442K – – –
HAS
597
Holland Advisory Services
Florida
$442K -$17.7K -112 -4%
CTWM
598
Cherry Tree Wealth Management
Minnesota
$441K – – –
FFC
599
First Financial Corp
Indiana
$439K -$1.1K -7 -0.3%
LSWP
600
Liberty Square Wealth Partners
Pennsylvania
$438K – – –
22 23
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