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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
276
FineMark National Bank & Trust
Florida
$434K -$47.4K -546 -10%
SWM
277
SVA Wealth Management
Wisconsin
$434K -$26.8K -308 -6%
SFA
278
Sequoia Financial Advisors
Ohio
$430K +$56.5K +650 +16%
CIC
279
Carnegie Investment Counsel
Ohio
$428K – – –
MC
280
Mathes Company
New York
$423K +$69.5K +800 +20%
SHWM
281
Smith & Howard Wealth Management
Georgia
$420K -$121K -1,390 -23%
AIM
282
Allen Investment Management
New York
$417K – – –
SCM
283
Sterneck Capital Management
Missouri
$409K +$399K +4,591 New
CBU
284
CIBC Bank USA
Illinois
$408K -$26.5K -305 -6%
EA
285
Edge Advisors
Georgia
$401K – – –
AI
286
Accredited Investors
Minnesota
$400K +$390K +4,486 New
MCM
287
Manchester Capital Management
Vermont
$395K – – –
CFG
288
Citizens Financial Group
Rhode Island
$392K -$18.8K -216 -5%
CCP
289
Corient Capital Partners
California
$388K – – –
CB
290
Chemical Bank
Michigan
$385K – – –
WA
291
WESPAC Advisors
California
$384K -$374K -4,303 -50%
BAM
292
Berkshire Asset Management
Pennsylvania
$384K – – –
BEAM
293
Baker Ellis Asset Management
Washington
$380K – – –
FIM
294
Freedom Investment Management
Connecticut
$373K -$12K -138 -3%
VDI
295
Vaughan David Investments
Illinois
$373K +$364K +4,187 New
BB
296
Busey Bank
Illinois
$372K – – –
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$371K +$334K +3,838 +1,181%
EAMA
298
EFG Asset Management (Americas)
Florida
$371K -$129K -1,485 -26%
GFP
299
Gryphon Financial Partners
Ohio
$371K +$361K +4,156 New
1SB
300
1ST Source Bank
Indiana
$370K – – –
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