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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
651
Kingswood Wealth Advisors
California
$253K +$240K +1,914 New
EPM
652
Elm Partners Management
Pennsylvania
$251K -$166K -1,326 -41%
VCA
653
Verdence Capital Advisors
Maryland
$249K -$49.8K -397 -17%
JSW
654
Journey Strategic Wealth
New Jersey
$249K +$236K +1,881 New
SFG
655
SNS Financial Group
Minnesota
$248K – – –
RWA
656
River Wealth Advisors
Pennsylvania
$247K – – –
WP
657
WealthShield Partners
North Carolina
$247K -$16.6K -132 -7%
FM
658
Foster & Motley
Ohio
$245K – – –
FWMP
659
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$245K – – –
RC
660
Rahlfs Capital
Texas
$244K – – –
NWM
661
Navigation Wealth Management
Colorado
$244K +$231K +1,845 New
SMA
662
Sage Mountain Advisors
Georgia
$243K +$154K +1,224 +198%
PMFA
663
Plante Moran Financial Advisors
Michigan
$243K +$5.14K +41 +2%
DWP
664
Daymark Wealth Partners
Ohio
$242K +$1.25K +10 +0.5%
SIAG
665
Safeguard Investment Advisory Group
California
$240K +$18.3K +146 +9%
PD
666
Planning Directions
Pennsylvania
$239K -$78.1K -623 -26%
OC
667
Oarsman Capital
Wisconsin
$239K – – –
MWP
668
Madison Wealth Partners
Wisconsin
$238K -$2.38K -19 -1%
MSAM
669
Moloney Securities Asset Management
Missouri
$237K +$2.13K +17 +1%
GWS
670
Glassman Wealth Services
Virginia
$237K -$2.88K -23 -1%
GIA
671
GHP Investment Advisors
Colorado
$237K – – –
SC
672
SouthState Corp
Florida
$236K -$13K -104 -6%
LIM
673
Lathrop Investment Management
Arkansas
$235K – – –
EIA
674
Edgemoor Investment Advisors
Maryland
$234K – – –
GCM
675
Gallacher Capital Management
Colorado
$232K – – –
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