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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
576
Vivaldi Capital Management
Illinois
$262K +$253K +2,414 New
PFG
577
Pacific Financial Group
Washington
$261K -$9.75K -93 -4%
PWM
578
Perigon Wealth Management
California
$260K +$259K +2,472 New
ZIM
579
Zacks Investment Management
Illinois
$260K +$3.88K +37 +2%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$256K -$22K -210 -8%
EPWM
581
Essex Private Wealth Management
Massachusetts
$256K – – –
PFA
582
Pinnacle Family Advisors
Missouri
$256K +$255K +2,430 New
PFBT
583
Parkside Financial Bank & Trust
Missouri
$255K -$9.96K -95 -4%
BMCM
584
Bryn Mawr Capital Management
Pennsylvania
$254K -$155K -1,474 -38%
MFG
585
Magnus Financial Group
New York
$254K +$1.05K +10 +0.4%
WA
586
Wealth Alliance
New York
$249K -$162K -1,542 -40%
MFG
587
MidWestOne Financial Group
Iowa
$247K +$246K +2,341 New
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$21K -200 -8%
SW
589
SkyOak Wealth
Michigan
$246K +$14.3K +136 +6%
NAM
590
NTV Asset Management
West Virginia
$244K – – –
1IA
591
1834 Investment Advisors
Wisconsin
$243K +$242K +2,310 New
MA
592
MONECO Advisors
Connecticut
$243K +$6.29K +60 +3%
OIA
593
OneDigital Investment Advisors
Kansas
$240K +$239K +2,278 New
BWA
594
Burt Wealth Advisors
Maryland
$238K – – –
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238K – – –
LAM
596
LifePro Asset Management
California
$237K -$210 -2 -0.1%
TFGT
597
TS Financial Group (TSFG)
Illinois
$237K +$734 +7 +0.3%
AFC
598
AFT Forsyth & Company
Florida
$236K -$98.8K -942 -30%
RFN
599
RDA Financial Network
Iowa
$236K -$10.8K -103 -4%
BP
600
Ballentine Partners
Massachusetts
$235K -$11.4K -109 -5%
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