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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
626
Family Legacy Inc
South Carolina
$346K -$1.19K -8 -0.3%
GSEP
627
Golden State Equity Partners
California
$344K +$351K +2,363 New
RIA
628
Regal Investment Advisors
Michigan
$344K +$40.4K +272 +13%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K – – –
ATC
630
Argent Trust Co
Tennessee
$342K +$24.5K +165 +8%
EWM
631
Elevation Wealth Management
Minnesota
$338K -$10.7K -72 -3%
KL
632
KilterHowling LLC
Colorado
$338K +$1.04K +7 +0.3%
NB
633
NBT Bank
New York
$336K – – –
PP
634
Postrock Partners
Oregon
$336K – – –
TWM
635
Thryve Wealth Management
Texas
$334K -$60K -404 -15%
TF
636
Theory Financial
Colorado
$334K – – –
MIC
637
Means Investment Company
Maine
$334K -$1.78K -12 -0.5%
BWM
638
BCGM Wealth Management
Indiana
$332K +$148 +1 +0%
CFG
639
Citizens Financial Group
Rhode Island
$332K -$742 -5 -0.2%
RFN
640
RDA Financial Network
Iowa
$330K – – –
RBFC
641
Roman Butler Fullerton & Co
Missouri
$328K +$297 +2 +0.1%
UAG
642
United Advisor Group
Ohio
$328K -$59.1K -398 -15%
WB
643
West Bancorporation
Iowa
$322K +$328K +2,208 New
EGWAG
644
Elwood & Goetz Wealth Advisory Group
Georgia
$320K – – –
AA
645
Aire Advisors
California
$319K +$297 +2 +0.1%
ESB
646
Essex Savings Bank
Connecticut
$316K – – –
CAG
647
Crestwood Advisors Group
Massachusetts
$314K +$7.57K +51 +2%
LKWM
648
Lee-Kelleher Wealth Management
Maryland
$311K – – –
KFAS
649
Keating Financial Advisory Services
Kansas
$311K – – –
A
650
Argentarii
Ohio
$310K +$15.7K +106 +5%
24 25
26
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