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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
601
Nvest Financial
New Hampshire
$248K +$228K +2,136 New
USB
602
Union Savings Bank
Connecticut
$248K -$2.66K -25 -1%
FBFS
603
First Business Financial Services
Wisconsin
$247K +$227K +2,127 New
SAW
604
Signal Advisors Wealth
Michigan
$246K +$225K +2,112 New
MWM
605
Mission Wealth Management
California
$245K +$959 +9 +0.4%
DWA
606
Dougherty Wealth Advisers
Minnesota
$244K – – –
PFM
607
Peak Financial Management
Massachusetts
$244K – – –
EIA
608
Edgemoor Investment Advisors
Maryland
$243K – – –
PPP
609
Private Portfolio Partners
New Jersey
$242K -$5.01K -47 -2%
YCG
610
Yeomans Consulting Group
Georgia
$241K +$221K +2,071 New
CWM
611
Congress Wealth Management
Massachusetts
$241K +$3.83K +36 +2%
LFS
612
Legacy Financial Strategies
Kansas
$241K – – –
MAM
613
Marotta Asset Management
Virginia
$241K – – –
NRI
614
NFP Retirement Inc
California
$240K +$220K +2,065 New
EI
615
Ellevest Inc
New York
$237K – – –
RWMH
616
Riverpoint Wealth Management Holdings
Illinois
$237K – – –
SDJVC
617
St. Denis J. Villere & Co
Louisiana
$236K +$217K +2,033 New
CIA
618
Cape Investment Advisory
Georgia
$236K -$84.9K -797 -28%
MCA
619
Maryland Capital Advisors
Maryland
$236K – – –
WP
620
WealthShield Partners
North Carolina
$234K -$4.23M -39,705 -95%
DFG
621
Delta Financial Group
New Jersey
$234K +$4.58K +43 +2%
SC
622
SouthState Corp
Florida
$234K +$18.8K +176 +10%
RAG
623
RIA Advisory Group
Iowa
$234K +$90.9K +853 New
DWT
624
Dorsey & Whitney Trust
South Dakota
$233K +$214K +2,005 New
AA
625
Aire Advisors
California
$233K +$7.67K +72 +4%
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