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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
576
Crestwood Advisors Group
Massachusetts
$277K +$27K +253 +12%
SW
577
SkyOak Wealth
Michigan
$276K – – –
MOS
578
MGO One Seven
Ohio
$275K +$252K +2,361 New
FFM
579
Forum Financial Management
Illinois
$271K -$43.5K -408 -15%
CFB
580
Cullen/Frost Bankers
Texas
$270K -$7.88K -74 -3%
PIMG
581
Patriot Investment Management Group
Tennessee
$269K +$246K +2,311 New
PA
582
PFG Advisors
Arizona
$269K -$58.5K -549 -19%
FM
583
Foster & Motley
Ohio
$267K -$24.6K -231 -9%
NL
584
NWAM LLC
Washington
$266K +$32.4K +304 +15%
PCIA
585
Prime Capital Investment Advisors
Kansas
$266K +$244K +2,288 New
TFGT
586
TS Financial Group (TSFG)
Illinois
$264K +$1.39K +13 +0.6%
1IA
587
1834 Investment Advisors
Wisconsin
$264K – – –
WKSWA
588
White Knight Strategic Wealth Advisors
New Jersey
$264K -$14.6K -137 -6%
AFC
589
AFT Forsyth & Company
Florida
$262K +$959 +9 +0.4%
DIA
590
Dana Investment Advisors
Wisconsin
$261K +$239K +2,246 New
KL
591
KilterHowling LLC
Colorado
$258K +$2.56K +24 +1%
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$258K – – –
RSWM
593
Robertson Stephens Wealth Management
California
$258K – – –
IBOK
594
Independence Bank of Kentucky
Kentucky
$257K +$153K +1,440 +187%
LFAS
595
Level Four Advisory Services
Texas
$256K +$2.13K +20 +0.9%
MBT
596
Montecito Bank & Trust
California
$252K -$11.3K -106 -5%
NB
597
NBT Bank
New York
$251K +$230K +2,158 New
GC
598
Grimes & Company
Massachusetts
$250K +$20.8K +195 +10%
RFN
599
RDA Financial Network
Iowa
$250K – – –
FAIM
600
Financial Advocates Investment Management
Washington
$249K -$715K -6,709 -74%
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24
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