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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
276
NorthRock Partners
Minnesota
$867K +$729 +7 +0.1%
ASN
277
Advisory Services Network
Georgia
$861K -$26.1K -251 -3%
CFG
278
Cooper Financial Group
California
$858K +$56.6K +543 +7%
LW
279
Linscomb Wealth
Texas
$854K – – –
DI
280
DAGCO Inc
Ohio
$850K +$307K +2,945 +61%
CBN
281
Cadence Bank NA
Texas
$822K – – –
SWM
282
Spire Wealth Management
Virginia
$821K +$782K +7,508 New
IWM
283
IHT Wealth Management
Illinois
$814K -$38.4K -369 -5%
DADC
284
D.A. Davidson & Co
Montana
$795K -$7.81K -75 -1%
GL
285
Graypoint LLC
New York
$794K – – –
PTC
286
Private Trust Company
Ohio
$793K -$11.6K -111 -2%
ASBI
287
American State Bank (Iowa)
Iowa
$790K -$95.8K -920 -11%
SSB
288
Sandy Spring Bank
Maryland
$768K +$21.4K +205 +3%
HNB
289
Huntington National Bank
Ohio
$767K – – –
RJT
290
Raymond James Trust
Florida
$761K – – –
MW
291
Marcum Wealth
Ohio
$757K -$24.1K -231 -3%
HCMT
292
Highland Capital Management (Tennessee)
Tennessee
$757K -$10.4K -100 -1%
MFW
293
Mosaic Family Wealth
Missouri
$755K -$31.5K -302 -4%
SAM
294
Silvercrest Asset Management
New York
$748K – – –
PA
295
PFG Advisors
Arizona
$743K +$708K +6,796 New
HCA
296
Harbour Capital Advisors
Virginia
$742K +$707K +6,785 New
GIA
297
Gladstone Institutional Advisory
Florida
$737K +$702K +6,742 New
NFG
298
Next Financial Group
Texas
$736K -$228K -2,191 -25%
RB
299
Renasant Bank
Mississippi
$735K -$7.29K -70 -1%
GTAM
300
Global Trust Asset Management
Florida
$731K +$208 +2 +0%
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