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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
676
GHP Investment Advisors
Colorado
$244K +$11.9K +89 +5%
CCMG
677
Clark Capital Management Group
Pennsylvania
$244K +$252K +1,885 New
SFG
678
SNS Financial Group
Minnesota
$243K – – –
RWA
679
River Wealth Advisors
Pennsylvania
$242K +$28K +209 +13%
TFA
680
TPG Financial Advisors
Oregon
$240K -$15.3K -114 -6%
FM
681
Foster & Motley
Ohio
$240K -$38.8K -290 -14%
RC
682
Rahlfs Capital
Texas
$239K +$248K +1,850 New
PMFA
683
Plante Moran Financial Advisors
Michigan
$239K +$18.6K +139 +8%
TM
684
TigerOak Management
New Mexico
$239K +$247K +1,844 New
SC
685
SouthState Corp
Florida
$237K – – –
MWP
686
Madison Wealth Partners
Wisconsin
$236K – – –
RFA
687
Resurgent Financial Advisors
Georgia
$233K – – –
GWS
688
Glassman Wealth Services
Virginia
$232K – – –
VDI
689
Vaughan David Investments
Illinois
$231K – – –
TFGT
690
TS Financial Group (TSFG)
Illinois
$231K +$134 +1 +0.1%
LIM
691
Lathrop Investment Management
Arkansas
$230K – – –
EIA
692
Edgemoor Investment Advisors
Maryland
$229K – – –
NI
693
NDVR Inc
Massachusetts
$228K – – –
GCM
694
Gallacher Capital Management
Colorado
$227K – – –
SW
695
SMART Wealth
Nebraska
$225K +$232K +1,736 New
LFAS
696
Level Four Advisory Services
Texas
$224K +$6.56K +49 +3%
VCM
697
Vivaldi Capital Management
Illinois
$224K +$224K +1,670 New
DAS
698
Dynamic Advisor Solutions
Arizona
$223K -$35.1K -262 -13%
SIC
699
Sigma Investment Counselors
Michigan
$223K – – –
PPP
700
Private Portfolio Partners
New Jersey
$222K – – –
26 27
28
29 30