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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
776
First Business Financial Services
Wisconsin
$201K +$204K +1,377 New
VP
777
Verum Partners
North Carolina
$200K +$204K +1,375 New
PGAM
778
Princeton Global Asset Management
New Jersey
$199K – – –
BOJHT
779
Bank of Jackson Hole Trust
Wyoming
$197K – – –
RFG
780
REAP Financial Group
Texas
$193K -$7.27K -49 -4%
AC
781
AlphaCore Capital
California
$193K +$112K +753 +132%
IAIM
782
International Assets Investment Management
Florida
$191K -$55.2K -372 -22%
AIM
783
Anchor Investment Management
South Carolina
$190K -$6.38K -43 -3%
OC
784
Oakworth Capital
Alabama
$187K – – –
CF
785
Centaurus Financial
California
$186K +$4.01K +27 +2%
PCA
786
Providence Capital Advisors
North Carolina
$181K -$154K -1,036 -45%
TAM
787
Townsend Asset Management
North Carolina
$173K +$445 +3 +0.3%
PAG
788
Paladin Advisory Group
Iowa
$168K +$12.6K +85 +8%
AI
789
Ariel Investments
Illinois
$167K +$170K +1,145 New
RIA
790
Realta Investment Advisors
Delaware
$164K +$9.2K +62 +6%
DJSG
791
D.J. St. Germain
Massachusetts
$164K -$3.71K -25 -2%
PWMG
792
Prestige Wealth Management Group
New Jersey
$157K – – –
SIM
793
Synergy Investment Management
Florida
$154K +$157K +1,056 New
CFG
794
Clayton Financial Group
Missouri
$153K – – –
HPIA
795
Hamilton Point Investment Advisors
North Carolina
$151K – – –
RFS
796
Richardson Financial Services
Massachusetts
$148K – – –
GI
797
GAMMA Investing
California
$146K -$57.3K -386 -28%
RFP
798
Root Financial Partners
California
$145K +$2.23K +15 +2%
HNW
799
High Note Wealth
Minnesota
$145K – – –
DSC
800
Duncker Streett & Co
Missouri
$140K – – –
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