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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
601
Ballast Inc
Kentucky
$322K – – –
FLI
602
Family Legacy Inc
South Carolina
$318K – – –
AL
603
Aspiriant LLC
California
$318K +$97.6K +729 +42%
AP
604
Appleton Partners
Massachusetts
$316K – – –
JIC
605
Joel Isaacson & Co
New York
$313K +$268 +2 +0.1%
KP
606
Keel Point
Alabama
$310K -$4.82K -36 -1%
KFI
607
Key Financial Inc
Pennsylvania
$304K – – –
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
PFG
609
Pacific Financial Group
Washington
$301K -$669 -5 -0.2%
KL
610
KilterHowling LLC
Colorado
$299K +$1.34K +10 +0.4%
PIMG
611
Patriot Investment Management Group
Tennessee
$299K – – –
NB
612
NBT Bank
New York
$299K +$20.1K +150 +7%
CCA
613
Checchi Capital Advisers
California
$299K +$309K +2,308 New
TF
614
Theory Financial
Colorado
$297K +$26.8K +200 +10%
SCTC
615
Sanibel Captiva Trust Company
Florida
$293K -$40.2K -300 -12%
AFC
616
AFT Forsyth & Company
Florida
$293K +$402 +3 +0.1%
RFN
617
RDA Financial Network
Iowa
$293K – – –
NL
618
NWAM LLC
Washington
$292K – – –
JSW
619
Journey Strategic Wealth
New Jersey
$291K +$302K +2,253 New
WKSWA
620
White Knight Strategic Wealth Advisors
New Jersey
$290K +$300K +2,240 New
T
621
Transce3nd
Texas
$289K +$299K +2,235 New
RBFC
622
Roman Butler Fullerton & Co
Missouri
$288K -$937 -7 -0.3%
FB
623
Fulton Bank
Pennsylvania
$286K – – –
RIA
624
Regal Investment Advisors
Michigan
$286K – – –
AG
625
AlTi Global
New York
$286K -$141K -1,053 -32%
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