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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
626
Financial Advocates Investment Management
Washington
$240K -$48.8K -414 -18%
PMFA
627
Plante Moran Financial Advisors
Michigan
$239K +$6.48K +55 +3%
CFP
628
Cascade Financial Partners
California
$238K +$234K +1,985 New
GWM
629
GSB Wealth Management
Connecticut
$237K +$589 +5 +0.3%
AA
630
Ancora Advisors
Ohio
$236K – – –
AI
631
Ariel Investments
Illinois
$236K -$527K -4,472 -70%
CFG
632
Clayton Financial Group
Missouri
$235K +$221K +1,873 New
CWM
633
Congress Wealth Management
Massachusetts
$230K -$27.9K -237 -11%
GIA
634
GHP Investment Advisors
Colorado
$228K +$471 +4 +0.2%
ESB
635
Essex Savings Bank
Connecticut
$228K – – –
CAI
636
Capital Advisors Inc
Oklahoma
$228K – – –
SG
637
StoneX Group
New York
$227K -$191K -1,625 -47%
JIC
638
Joel Isaacson & Co
New York
$227K +$118 +1 +0.1%
MWP
639
Madison Wealth Partners
Wisconsin
$226K – – –
GWS
640
Glassman Wealth Services
Virginia
$225K – – –
SFG
641
Summit Financial Group
West Virginia
$225K – – –
NAS
642
Nicolet Advisory Services
Wisconsin
$224K -$169K -1,433 -44%
TFGT
643
TS Financial Group (TSFG)
Illinois
$224K -$57.5K -488 -21%
VDI
644
Vaughan David Investments
Illinois
$223K -$6.48K -55 -3%
LIM
645
Lathrop Investment Management
Arkansas
$223K – – –
FHB
646
First Hawaiian Bank
Hawaii
$222K – – –
ATC
647
Argent Trust Co
Tennessee
$222K – – –
SCA
648
Snowden Capital Advisors
New York
$222K +$208K +1,770 New
NI
649
NDVR Inc
Massachusetts
$221K +$208K +1,763 New
GCM
650
Gallacher Capital Management
Colorado
$220K – – –
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26
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