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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
226
Sageworth Trust
Pennsylvania
$360K – – –
EWA
227
EP Wealth Advisors
California
$333K -$2.62M -39,727 -89%
AIM
228
Allen Investment Management
New York
$332K +$52.4K +795 +20%
EWMCB
229
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$330K – – –
DADC
230
D.A. Davidson & Co
Montana
$330K +$1.85K +28 +0.6%
BB
231
Busey Bank
Illinois
$329K – – –
IA
232
IFP Advisors
Florida
$326K -$680K -10,318 -73%
SHWM
233
Smith & Howard Wealth Management
Georgia
$326K – – –
CB
234
Chemical Bank
Michigan
$321K – – –
RJT
235
Raymond James Trust
Florida
$319K +$4.75K +72 +2%
TFA
236
Transamerica Financial Advisors
Florida
$317K +$294K +4,458 +445,800%
MCM
237
Manchester Capital Management
Vermont
$314K – – –
SGCA
238
Steel Grove Capital Advisors
Tennessee
$314K – – –
PTC
239
Private Trust Company
Ohio
$306K -$25.9K -393 -8%
GWS
240
Glassman Wealth Services
Virginia
$299K – – –
SFA
241
Sequoia Financial Advisors
Ohio
$296K +$275K +4,170 New
BEAM
242
Baker Ellis Asset Management
Washington
$295K – – –
MC
243
Mathes Company
New York
$290K – – –
MCM
244
MV Capital Management
Maryland
$285K -$1.19M -17,994 -82%
UBWV
245
United Bank (West Virginia)
West Virginia
$285K – – –
BFPW
246
BOK Financial Private Wealth
Colorado
$284K -$39K -592 -13%
CDIA
247
Capital Directions Investment Advisors
Georgia
$279K – – –
MCWS
248
McKinley Carter Wealth Services
West Virginia
$278K +$659 +10 +0.3%
CWM
249
Cornerstone Wealth Management
Missouri
$273K +$109K +1,648 New
FIM
250
Freedom Investment Management
Connecticut
$271K -$19.6K -298 -7%
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