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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
651
Citizens Financial Group
Rhode Island
$322K +$2.52K +18 +0.8%
BWM
652
BCGM Wealth Management
Indiana
$322K – – –
RFN
653
RDA Financial Network
Iowa
$319K – – –
NCM
654
Next Capital Management
New York
$317K – – –
OIA
655
OneDigital Investment Advisors
Kansas
$312K +$42.4K +303 +16%
EGWAG
656
Elwood & Goetz Wealth Advisory Group
Georgia
$309K +$307K +2,194 New
AA
657
Aire Advisors
California
$309K +$140 +1 +0%
ATC
658
Argent Trust Co
Tennessee
$308K – – –
FT
659
Fiduciary Trust
Massachusetts
$307K +$24.2K +173 +9%
ESB
660
Essex Savings Bank
Connecticut
$306K – – –
LIA
661
LifePlan Investment Advisors
North Carolina
$306K +$80K +572 +36%
DAS
662
Dynamic Advisor Solutions
Arizona
$306K -$43.2K -309 -12%
LKWM
663
Lee-Kelleher Wealth Management
Maryland
$301K – – –
KFAS
664
Keating Financial Advisory Services
Kansas
$301K +$298K +2,132 New
EB
665
Eastern Bank
Massachusetts
$299K +$121K +862 +68%
BTI
666
Blue Trust Inc
Georgia
$299K +$72.7K +520 +32%
CAG
667
Crestwood Advisors Group
Massachusetts
$297K – – –
WS
668
Wilian Securities
Minnesota
$297K +$294K +2,102 New
RIA
669
Regal Investment Advisors
Michigan
$295K +$3.35K +24 +1%
CIA
670
Cape Investment Advisory
Georgia
$294K +$272K +1,949 +1,402%
LFS
671
Legacy Financial Strategies
Kansas
$292K – – –
RA
672
Ruggaard & Associates
Ohio
$290K – – –
MWM
673
Modern Wealth Management
Kansas
$288K +$2.24K +16 +0.8%
AFG
674
Atomi Financial Group
New York
$287K +$285K +2,035 New
RWMH
675
Riverpoint Wealth Management Holdings
Illinois
$287K – – –
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