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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
226
Zhang Financial
Michigan
$606K -$43K -521 -7%
AAM
227
Autus Asset Management
Arizona
$605K -$176K -2,133 -23%
FCBT
228
First Citizens Bank & Trust
North Carolina
$592K +$83.9K +1,015 +17%
KCM
229
Kennedy Capital Management
Missouri
$591K -$274K -3,311 -32%
AA
230
Alesco Advisors
New York
$583K +$13.2K +160 +2%
CWM
231
Cranbrook Wealth Management
Michigan
$578K – – –
SCM
232
SOL Capital Management
Maryland
$573K – – –
ONB
233
Old National Bancorp
Indiana
$561K -$49K -593 -8%
TI
234
Truepoint Inc
Ohio
$554K – – –
SI
235
SII Investments
Wisconsin
$551K +$7.19K +87 +1%
WA
236
WESPAC Advisors
California
$535K +$533K +6,452 New
MC
237
Mathes Company
New York
$534K -$49.6K -600 -9%
CC
238
Courier Capital
New York
$533K -$4.46K -54 -0.8%
FNBT
239
FineMark National Bank & Trust
Florida
$526K +$34.6K +419 +7%
CAL
240
Capital Analysts LLC
Pennsylvania
$525K +$28.9K +350 +6%
PTC
241
Private Trust Company
Ohio
$524K +$3.8K +46 +0.7%
SPWA
242
SteelBridge Private Wealth Advisors
Florida
$522K – – –
FLI
243
Family Legacy Inc
South Carolina
$508K +$506K +6,121 New
SHWM
244
Smith & Howard Wealth Management
Georgia
$506K – – –
SWM
245
SVA Wealth Management
Wisconsin
$505K +$165 +2 +0%
BCM
246
Brookstone Capital Management
Illinois
$492K +$204K +2,464 +71%
CAM
247
Cubic Asset Management
Massachusetts
$473K – – –
TBA
248
Train Babcock Advisors
New York
$473K – – –
CCM
249
Cohen Capital Management
California
$466K +$1.41K +17 +0.3%
EWA
250
EP Wealth Advisors
California
$454K -$135K -1,630 -23%
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