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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
576
Sterling Investment Counsel
New York
$414K +$447K +3,198 New
LAS
577
Lloyd Advisory Services
Georgia
$412K -$5.03K -36 -1%
PIFP
578
Partners in Financial Planning
Virginia
$411K +$419 +3 +0.1%
BA
579
Bridgewater Advisors
New York
$408K – – –
CWP
580
Cyndeo Wealth Partners
Florida
$407K +$404K +2,887 New
DM
581
Diversified Management
Wisconsin
$406K +$402K +2,875 New
DI
582
DAGCO Inc
Ohio
$404K – – –
SCA
583
Snowden Capital Advisors
New York
$401K +$153K +1,092 +62%
FB
584
Fulton Bank
Pennsylvania
$400K – – –
DTC
585
Davidson Trust Company
Washington
$396K – – –
CTWM
586
Cherry Tree Wealth Management
Minnesota
$394K – – –
HAS
587
Holland Advisory Services
Florida
$394K -$45.2K -323 -10%
NWM
588
Navigation Wealth Management
Colorado
$391K +$5.17K +37 +1%
KCM
589
Kanawha Capital Management
Virginia
$389K – – –
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$388K +$35.9K +257 +10%
GFL
591
Granite FO LLC
New Hampshire
$388K – – –
VA
592
Valmark Advisers
Ohio
$382K -$263K -1,882 -41%
TWM
593
Thryve Wealth Management
Texas
$381K +$377K +2,698 New
EWM
594
Empirical Wealth Management
Washington
$380K – – –
MFA
595
Millington Financial Advisors
Illinois
$380K +$350K +2,500 New
PIA
596
Pinion Investment Advisors
Kansas
$380K -$158K -1,130 -30%
FFC
597
First Financial Corp
Indiana
$377K – – –
MCWS
598
McKinley Carter Wealth Services
West Virginia
$376K -$41.1K -294 -10%
LSWP
599
Liberty Square Wealth Partners
Pennsylvania
$375K – – –
DFG
600
Dynamic Financial Group
Iowa
$375K -$106K -757 -22%
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