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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$926K – – –
FIA
302
Foundations Investment Advisors
Arizona
$907K +$46.6K +423 +5%
BB
303
Busey Bank
Illinois
$879K +$97.2K +882 +12%
WI
304
Wedgewood Investors
Pennsylvania
$876K +$19.4K +176 +2%
PCH
305
PGIM Custom Harvest
New Jersey
$868K +$434K +3,941 +90%
PC
306
Port Capital
Illinois
$858K -$21.3K -193 -2%
RJT
307
Raymond James Trust
Florida
$843K -$2.65K -24 -0.3%
GTAM
308
Global Trust Asset Management
Florida
$839K +$16.6K +151 +2%
BA
309
Ballew Advisors
Mississippi
$838K +$1.54K +14 +0.2%
WIM
310
Warwick Investment Management
Texas
$836K – – –
TP
311
Tranquility Partners
Tennessee
$825K -$154K -1,394 -15%
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$825K -$103K -934 -11%
IA
313
IFP Advisors
Florida
$821K +$54.4K +494 +7%
AFP
314
Ausdal Financial Partners
Iowa
$820K +$11.8K +107 +1%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$819K -$11K -100 -1%
SFWC
316
Strategic Family Wealth Counselors
New Jersey
$819K – – –
EFS
317
Essex Financial Services
Connecticut
$815K +$275K +2,494 +47%
GT
318
Glenview Trust
Kentucky
$808K +$24K +218 +3%
MA
319
MCF Advisors
Kentucky
$801K +$47.9K +435 +6%
CB
320
Centennial Bank
Arkansas
$799K -$165K -1,500 -16%
CWM
321
Cornerstone Wealth Management
Missouri
$799K -$10.2K -93 -1%
C
322
CEDRUS
Colorado
$795K -$234K -2,126 -22%
CB
323
Cadence Bank
Mississippi
$791K +$3.53K +32 +0.4%
RIS
324
Retirement Income Solutions
Michigan
$787K -$27K -245 -3%
WTB
325
Washington Trust Bank
Washington
$781K +$329K +2,983 +66%
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13
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