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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RHIG
576
R.H. Investment Group
Arizona
$408K +$399K +2,688 New
HAS
577
Holland Advisory Services
Florida
$408K +$891 +6 +0.2%
KCM
578
Kanawha Capital Management
Virginia
$402K – – –
PWM
579
Perigon Wealth Management
California
$402K -$76K -512 -16%
PD
580
Planning Directions
Pennsylvania
$395K +$24.9K +168 +7%
LWPC
581
Legacy Wealth Partners (Colorado)
Colorado
$395K +$37.4K +252 +10%
VA
582
Valmark Advisers
Ohio
$392K -$2.97K -20 -0.7%
MFP
583
Meramec Financial Planners
Missouri
$392K -$172K -1,157 -32%
CTWM
584
Cherry Tree Wealth Management
Minnesota
$390K -$17.1K -115 -4%
FFC
585
First Financial Corp
Indiana
$390K -$297 -2 -0.1%
MFA
586
Millington Financial Advisors
Illinois
$389K – – –
LSWP
587
Liberty Square Wealth Partners
Pennsylvania
$388K – – –
LWM
588
LJI Wealth Management
Indiana
$386K – – –
MFG
589
Magnus Financial Group
New York
$384K +$6.53K +44 +2%
PCS
590
Private Client Services
Kentucky
$383K -$46K -310 -11%
NAM
591
NTV Asset Management
West Virginia
$383K – – –
XPN
592
XY Planning Network
Montana
$382K +$24K +162 +7%
BCM
593
BTC Capital Management
Iowa
$382K -$83.4K -562 -18%
MCWS
594
McKinley Carter Wealth Services
West Virginia
$381K -$7.87K -53 -2%
NL
595
NWAM LLC
Washington
$378K -$44.5K -300 -10%
AWM
596
Atticus Wealth Management
Florida
$377K -$65.9K -444 -15%
APW
597
Acima Private Wealth
Virginia
$377K – – –
DFG
598
Dynamic Financial Group
Iowa
$376K -$11.3K -76 -3%
EWM
599
Empirical Wealth Management
Washington
$376K -$17.2K -116 -4%
IWS
600
Integrity Wealth Solutions
Colorado
$375K – – –
22 23
24
25 26