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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
576
Everpar Advisors
Oklahoma
$288K -$7.41K -61 -2%
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$287K -$12.3K -101 -4%
AWG
578
Altus Wealth Group
Colorado
$286K -$152K -1,251 -35%
NF
579
Nvest Financial
New Hampshire
$286K -$1.94K -16 -0.7%
CFP
580
Cascade Financial Partners
California
$284K +$44.6K +367 +18%
PFG
581
Pacific Financial Group
Washington
$283K -$3.4K -28 -1%
KP
582
Keel Point
Alabama
$282K -$34K -280 -11%
PIMG
583
Patriot Investment Management Group
Tennessee
$279K – – –
LI
584
Leeward Investments
Massachusetts
$278K – – –
1IA
585
1834 Investment Advisors
Wisconsin
$274K – – –
AFC
586
AFT Forsyth & Company
Florida
$273K +$243 +2 +0.1%
KL
587
KilterHowling LLC
Colorado
$272K +$851 +7 +0.3%
RBFC
588
Roman Butler Fullerton & Co
Missouri
$271K -$14.1K -116 -5%
FM
589
Foster & Motley
Ohio
$269K – – –
EPM
590
Elm Partners Management
Pennsylvania
$268K – – –
QCM
591
QRG Capital Management
Illinois
$268K +$4.01K +33 +2%
VNIM
592
Vaughan Nelson Investment Management
Texas
$262K -$42.5K -350 -14%
FMWA
593
Forvis Mazars Wealth Advisors
Missouri
$262K -$131K -1,080 -33%
NB
594
NBT Bank
New York
$261K – – –
PCIA
595
Prime Capital Investment Advisors
Kansas
$260K -$25.6K -211 -9%
AA
596
Aire Advisors
California
$259K +$17.5K +144 +7%
CIA
597
Cape Investment Advisory
Georgia
$259K +$6.56K +54 +3%
USB
598
Union Savings Bank
Connecticut
$257K – – –
MWM
599
Mission Wealth Management
California
$256K -$1.34K -11 -0.5%
DWP
600
Daymark Wealth Partners
Ohio
$255K +$256K +2,110 New
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