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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
576
Leeward Investments
Massachusetts
$289K +$47.7K +405 +21%
1IA
577
1834 Investment Advisors
Wisconsin
$285K – – –
CIC
578
Carnegie Investment Counsel
Ohio
$284K -$25.3K -215 -9%
AFC
579
AFT Forsyth & Company
Florida
$283K +$236 +2 +0.1%
CAG
580
Crestwood Advisors Group
Massachusetts
$283K -$15.1K -128 -5%
DIA
581
Dana Investment Advisors
Wisconsin
$281K – – –
KL
582
KilterHowling LLC
Colorado
$281K +$824 +7 +0.3%
RBFC
583
Roman Butler Fullerton & Co
Missouri
$281K -$13.2K -112 -5%
LWCFA
584
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$280K +$11.9K +101 +4%
NL
585
NWAM LLC
Washington
$280K -$824 -7 -0.3%
FM
586
Foster & Motley
Ohio
$279K -$8.36K -71 -3%
EPM
587
Elm Partners Management
Pennsylvania
$278K +$262K +2,221 New
FTWA
588
Fifth Third Wealth Advisors
Ohio
$277K -$155K -1,319 -37%
QCM
589
QRG Capital Management
Illinois
$274K -$79.7K -677 -24%
MBT
590
Montecito Bank & Trust
California
$272K – – –
NB
591
NBT Bank
New York
$270K – – –
DI
592
DAGCO Inc
Ohio
$269K +$252K +2,143 New
RFN
593
RDA Financial Network
Iowa
$268K -$942 -8 -0.4%
IBOK
594
Independence Bank of Kentucky
Kentucky
$268K -$8.83K -75 -3%
USB
595
Union Savings Bank
Connecticut
$267K – – –
MWM
596
Mission Wealth Management
California
$267K +$2.94K +25 +1%
PFM
597
Peak Financial Management
Massachusetts
$263K – – –
CIA
598
Cape Investment Advisory
Georgia
$262K +$6.48K +55 +3%
YCG
599
Yeomans Consulting Group
Georgia
$261K +$1.53K +13 +0.6%
NRI
600
NFP Retirement Inc
California
$261K +$1.65K +14 +0.7%
22 23
24
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