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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
$276K -$103K -818 -28%
LFS
627
Legacy Financial Strategies
Kansas
$274K – – –
RIA
628
Regal Investment Advisors
Michigan
$273K +$5.27K +42 +2%
AFC
629
AFT Forsyth & Company
Florida
$272K -$25.7K -205 -9%
FA
630
FSA Advisors
Michigan
$272K +$258K +2,058 New
SW
631
SkyOak Wealth
Michigan
$272K – – –
RA
632
Ruggaard & Associates
Ohio
$272K – – –
NFA
633
Northwest Financial Advisors
Virginia
$271K -$8.4K -67 -3%
AWG
634
Altus Wealth Group
Colorado
$271K – – –
CCC
635
Compass Capital Corp
Massachusetts
$269K -$93.1K -742 -27%
RWMH
636
Riverpoint Wealth Management Holdings
Illinois
$269K – – –
SDJVC
637
St. Denis J. Villere & Co
Louisiana
$269K -$87.5K -698 -26%
NCM
638
Next Capital Management
New York
$268K +$255K +2,030 New
MCA
639
Maryland Capital Advisors
Maryland
$268K – – –
FT
640
Fiduciary Trust
Massachusetts
$265K +$251K +2,003 New
RDFA
641
Ritter Daniher Financial Advisory
Ohio
$263K – – –
KFI
642
Key Financial Inc
Pennsylvania
$260K -$47.9K -382 -16%
IIL
643
Insight Inv LLC
California
$260K – – –
FHB
644
First Hawaiian Bank
Hawaii
$259K – – –
SIC
645
Sterling Investment Counsel
New York
$259K -$164K -1,309 -40%
SFG
646
Snider Financial Group
Washington
$258K -$64.3K -513 -21%
A
647
Argentarii
Ohio
$257K -$6.4K -51 -3%
MA
648
MONECO Advisors
Connecticut
$256K – – –
MWA
649
Monograph Wealth Advisors
California
$255K +$242K +1,933 New
GWM
650
GSB Wealth Management
Connecticut
$255K +$878 +7 +0.4%
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