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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMH
651
Riverpoint Wealth Management Holdings
Illinois
$263K – – –
DFG
652
Delta Financial Group
New Jersey
$263K +$272K +2,035 New
MCA
653
Maryland Capital Advisors
Maryland
$262K – – –
AMM
654
American Money Management
California
$262K -$58.5K -437 -18%
BW
655
BostonPremier Wealth
Massachusetts
$261K +$270K +2,019 New
SWP
656
Summit Wealth Partners
Florida
$261K -$170K -1,270 -39%
OC
657
Oarsman Capital
Wisconsin
$261K – – –
FTWA
658
Fifth Third Wealth Advisors
Ohio
$260K -$4.55K -34 -2%
WP
659
WealthShield Partners
North Carolina
$259K – – –
RDFA
660
Ritter Daniher Financial Advisory
Ohio
$257K – – –
FAM
661
Forte Asset Management
New York
$257K – – –
1IA
662
1834 Investment Advisors
Wisconsin
$256K -$937 -7 -0.4%
IIC
663
Ironwood Investment Counsel
Arizona
$255K – – –
IIL
664
Insight Inv LLC
California
$255K +$197K +1,472 +296%
FHB
665
First Hawaiian Bank
Hawaii
$254K – – –
MA
666
MONECO Advisors
Connecticut
$251K – – –
VCA
667
Verdence Capital Advisors
Maryland
$250K +$6.69K +50 +3%
HBW
668
Hazlett, Burt & Watson
West Virginia
$250K +$669 +5 +0.3%
SW
669
Simplicity Wealth
New Jersey
$248K -$3.81M -28,437 -94%
GWM
670
GSB Wealth Management
Connecticut
$248K +$1.07K +8 +0.4%
CFG
671
Citizens Financial Group
Rhode Island
$247K +$803 +6 +0.3%
DWP
672
Daymark Wealth Partners
Ohio
$246K +$11.1K +83 +5%
IC
673
Iconiq Capital
California
$245K +$254K +1,895 New
MBT
674
Montecito Bank & Trust
California
$245K – – –
GIA
675
GHP Investment Advisors
Colorado
$244K +$11.9K +89 +5%
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