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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
601
Vaughan David Investments
Illinois
$369K – – –
CCM
602
Cohen Capital Management
California
$369K +$297 +2 +0.1%
AA
603
Ancora Advisors
Ohio
$368K – – –
JIC
604
Joel Isaacson & Co
New York
$366K +$148 +1 +0%
KJHP
605
K.J. Harrison & Partners
Ontario, Canada
$365K +$372K +2,505 New
EPW
606
Evolve Private Wealth
California
$365K +$372K +2,503 New
SA
607
Sovran Advisors
California
$364K -$891 -6 -0.3%
MC
608
Mathes Company
New York
$364K – – –
BI
609
Ballast Inc
Kentucky
$362K – – –
CFP
610
Cascade Financial Partners
California
$362K -$5.79K -39 -2%
FVWA
611
Foster Victor Wealth Advisors
South Carolina
$357K +$6.98K +47 +2%
MWM
612
Mission Wealth Management
California
$357K -$149K -1,005 -29%
LWM
613
Level Wealth Management
North Carolina
$357K +$363K +2,448 New
GJIA
614
Glass Jacobson Investment Advisors
Maryland
$356K -$2.82K -19 -0.8%
PIN
615
Prudent Investors Network
California
$354K +$361K +2,432 New
FWTB
616
First Western Trust Bank
Colorado
$354K -$16.6K -112 -4%
SWA
617
Strategies Wealth Advisors
Michigan
$353K – – –
PIMG
618
Patriot Investment Management Group
Tennessee
$352K – – –
DAS
619
Dynamic Advisor Solutions
Arizona
$352K +$36.7K +247 +11%
BCM
620
Becker Capital Management
Oregon
$349K +$148 +1 +0%
MWM
621
Moran Wealth Management
Florida
$349K +$61.3K +413 +21%
SCTC
622
Sanibel Captiva Trust Company
Florida
$348K – – –
FA
623
Flagstar Advisors
New York
$348K -$7.27K -49 -2%
FLI
624
Family Legacy Inc
South Carolina
$346K -$1.19K -8 -0.3%
GSEP
625
Golden State Equity Partners
California
$344K +$351K +2,363 New
23 24
25
26 27