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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
676
Clark Capital Management Group
Pennsylvania
$244K +$252K +1,885 New
SFG
677
SNS Financial Group
Minnesota
$243K – – –
RWA
678
River Wealth Advisors
Pennsylvania
$242K +$28K +209 +13%
TFA
679
TPG Financial Advisors
Oregon
$240K -$15.3K -114 -6%
FM
680
Foster & Motley
Ohio
$240K -$38.8K -290 -14%
RC
681
Rahlfs Capital
Texas
$239K +$248K +1,850 New
PMFA
682
Plante Moran Financial Advisors
Michigan
$239K +$18.6K +139 +8%
TM
683
TigerOak Management
New Mexico
$239K +$247K +1,844 New
SC
684
SouthState Corp
Florida
$237K – – –
MWP
685
Madison Wealth Partners
Wisconsin
$236K – – –
RFA
686
Resurgent Financial Advisors
Georgia
$233K – – –
GWS
687
Glassman Wealth Services
Virginia
$232K – – –
VDI
688
Vaughan David Investments
Illinois
$231K – – –
TFGT
689
TS Financial Group (TSFG)
Illinois
$231K +$134 +1 +0.1%
LIM
690
Lathrop Investment Management
Arkansas
$230K – – –
EIA
691
Edgemoor Investment Advisors
Maryland
$229K – – –
NI
692
NDVR Inc
Massachusetts
$228K – – –
GCM
693
Gallacher Capital Management
Colorado
$227K – – –
SW
694
SMART Wealth
Nebraska
$225K +$232K +1,736 New
LFAS
695
Level Four Advisory Services
Texas
$224K +$6.56K +49 +3%
VCM
696
Vivaldi Capital Management
Illinois
$224K +$224K +1,670 New
DAS
697
Dynamic Advisor Solutions
Arizona
$223K -$35.1K -262 -13%
SIC
698
Sigma Investment Counselors
Michigan
$223K – – –
PPP
699
Private Portfolio Partners
New Jersey
$222K – – –
EA
700
Everpar Advisors
Oklahoma
$222K +$229K +1,713 New
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