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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
701
Sage Mountain Advisors
Georgia
$303K – – –
QWM
702
Quadcap Wealth Management
Texas
$303K +$43.4K +275 +18%
PMFA
703
Plante Moran Financial Advisors
Michigan
$303K – – –
MBT
704
Montecito Bank & Trust
California
$298K – – –
AWM
705
Angeles Wealth Management
California
$298K +$286K +1,811 New
SCA
706
Snowden Capital Advisors
New York
$296K +$23.8K +151 +9%
RWM
707
Ritholtz Wealth Management
New York
$296K -$43.1K -273 -13%
GIA
708
GHP Investment Advisors
Colorado
$296K – – –
JAA
709
Joel Adams & Associates
North Carolina
$295K -$1.42K -9 -0.5%
VAG
710
VisionPoint Advisory Group
Texas
$294K +$282K +1,785 New
GWS
711
Glassman Wealth Services
Virginia
$293K +$21.5K +136 +8%
LIM
712
Lathrop Investment Management
Arkansas
$293K – – –
CWP
713
Cyndeo Wealth Partners
Florida
$293K +$58.9K +373 +27%
IIL
714
Insight Inv LLC
California
$288K – – –
FWMP
715
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$287K – – –
CWM
716
Calamos Wealth Management
Illinois
$284K – – –
SIC
717
Sigma Investment Counselors
Michigan
$284K – – –
GC
718
Grimes & Company
Massachusetts
$283K +$789 +5 +0.3%
KFI
719
Key Financial Inc
Pennsylvania
$281K -$42K -266 -13%
CFG
720
Cooper Financial Group
California
$280K -$56K -355 -17%
IWA
721
IBEX Wealth Advisors
New Jersey
$280K +$789 +5 +0.3%
GWM
722
Gilpin Wealth Management
Colorado
$280K – – –
SIC
723
Sterling Investment Counsel
New York
$278K -$56.2K -356 -17%
LA
724
Legacy Advisors
Pennsylvania
$277K – – –
PCA
725
Prosperity Capital Advisors
Ohio
$276K +$3.16K +20 +1%
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29
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