First Western Financial, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $6.38M | 0.00% | 259,432 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $5.11M | 0.01% | 208,056 NS | $71.92B | FIGI |
| RMB Mendon Financial Services Fund RMB Investors Trust | — | $4.83M | 2.13% | 196,656 NS | $227.36M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $2.10M | 0.00% | 85,251 NS | $81.50B | FIGI |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | — | $1.72M | 0.74% | 69,941 NS | $230.96M | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $1.22M | 0.01% | 49,752 NS | $12.46B | FIGI |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | — | $911.8K | 0.93% | 37,094 NS | $97.64M | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $877.6K | 0.02% | 35,704 NS | $3.61B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $777.0K | 0.00% | 31,613 NS | $79.62B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $759.5K | 0.09% | 30,900 NS | $827.02M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $615.3K | 0.01% | 25,034 NS | $12.17B | FIGI |
| First Trust Dow Jones Select MicroCap Index F… First Trust Exchange-Traded Fund | FDM | $600.5K | 0.27% | 24,432 NS | $226.25M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $514.8K | 0.04% | 20,942 NS | $1.21B | FIGI |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | — | $512.0K | 0.60% | 20,831 NS | $85.36M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $355.9K | 0.02% | 14,480 NS | $1.86B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $350.9K | 0.01% | 14,276 NS | $4.82B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $311.0K | 0.25% | 12,651 NS | $123.00M | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $307.3K | 0.03% | 12,500 NS | $1.20B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $222.6K | 0.01% | 9,057 NS | $3.39B | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $206.0K | 0.03% | 8,382 NS | $672.97M | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $179.4K | 0.03% | 7,300 NS | $575.61M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $154.6K | 0.01% | 6,288 NS | $1.80B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $154.0K | 0.04% | 6,264 NS | $434.84M | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $148.6K | 0.03% | 6,046 NS | $444.74M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $145.0K | 0.01% | 5,900 NS | $1.95B | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $126.8K | 0.04% | 5,159 NS | $293.56M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $120.2K | 0.00% | 4,891 NS | $58.89B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $104.6K | 0.00% | 4,255 NS | $30.28B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $85.5K | 0.01% | 3,480 NS | $1.59B | FIGI |
| Small Cap Index Fund Northern Funds | — | $85.1K | 0.01% | 3,462 NS | $1.38B | FIGI |
| Acuitas Small Cap Active ETF Series Portfolios Trust | AIMS | $85.0K | 0.12% | 3,457 NS | $73.34M | FIGI |
| First Trust NASDAQ ABA Community Bank Index F… First Trust Exchange-Traded Fund | QABA | $84.4K | 0.12% | 3,432 NS | $72.80M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $68.6K | 0.01% | 2,791 NS | $962.08M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $66.9K | 0.00% | 2,720 NS | $9.06B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $63.2K | 0.01% | 2,572 NS | $956.61M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $61.5K | 0.01% | 2,503 NS | $741.60M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $61.5K | 0.00% | 2,500 NS | $2.63B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $54.5K | 0.00% | 2,217 NS | $1.14B | FIGI |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | — | $53.8K | 0.24% | 2,187 NS | $22.65M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $51.9K | 0.01% | 2,110 NS | $768.54M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $44.9K | 0.01% | 1,828 NS | $584.32M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $41.8K | 0.00% | 1,700 NS | $1.90B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $40.2K | 0.01% | 1,637 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $37.3K | 0.02% | 1,518 NS | $174.05M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $31.4K | 0.00% | 1,279 NS | $633.02M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $27.5K | 0.01% | 1,120 NS | $419.22M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $26.6K | 0.01% | 1,082 NS | $354.45M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $22.7K | 0.01% | 923 NS | $436.75M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $22.5K | 0.01% | 917 NS | $358.38M | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $19.9K | 0.00% | 810 NS | $1.29B | FIGI |