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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
576
MGO One Seven
Ohio
$360K -$6.42K -47 -2%
BIG
577
Builder Investment Group
Georgia
$359K – – –
IWS
578
Integrity Wealth Solutions
Colorado
$359K +$351K +2,571 New
PPWM
579
PFG Private Wealth Management
Florida
$359K +$351K +2,571 New
CW
580
CreativeOne Wealth
Kansas
$356K +$348K +2,546 New
FA
581
Flagstar Advisors
New York
$356K -$57.4K -420 -14%
VDI
582
Vaughan David Investments
Illinois
$354K – – –
AA
583
Ancora Advisors
Ohio
$353K – – –
CCM
584
Cohen Capital Management
California
$353K +$410 +3 +0.1%
VFPW
585
Vantage Financial Partners (Wisconsin)
Wisconsin
$352K -$13.5K -99 -4%
MFG
586
Magnus Financial Group
New York
$351K -$820 -6 -0.2%
BCM
587
Becker Capital Management
Oregon
$350K +$137 +1 +0%
BPC
588
Bearing Point Capital
Minnesota
$349K – – –
CNBOF
589
City National Bank of Florida
Florida
$349K – – –
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$348K +$547 +4 +0.2%
BI
591
Ballast Inc
Kentucky
$347K – – –
DAS
592
Dynamic Advisor Solutions
Arizona
$346K +$109K +800 +48%
DWA
593
Douglass Winthrop Advisors
New York
$343K +$336K +2,458 New
AL
594
Aspiriant LLC
California
$341K -$343K -2,506 -51%
SWA
595
Strategies Wealth Advisors
Michigan
$338K – – –
MWM
596
Mission Wealth Management
California
$337K +$14.4K +105 +5%
SCTC
597
Sanibel Captiva Trust Company
Florida
$334K – – –
SA
598
Sovran Advisors
California
$334K +$3.69K +27 +1%
FLI
599
Family Legacy Inc
South Carolina
$333K -$3.42K -25 -1%
JIC
600
Joel Isaacson & Co
New York
$327K +$137 +1 +0%
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