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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
326
TCF National Bank
South Dakota
$347K +$343K +3,870 New
BAM
327
Berkshire Asset Management
Pennsylvania
$346K -$7.44K -84 -2%
IB
328
Intrust Bank
Kansas
$345K – – –
HSWM
329
Hubbell Strickland Wealth Management
Louisiana
$344K +$340K +3,834 New
CBFP
330
Cedar Brook Financial Partners
Ohio
$341K -$101K -1,141 -23%
FMWA
331
Forvis Mazars Wealth Advisors
Missouri
$338K – – –
VWA
332
V Wealth Advisors
Kansas
$338K +$4.87K +55 +1%
IWP
333
Icon Wealth Partners
Texas
$334K – – –
BFPW
334
BOK Financial Private Wealth
Colorado
$329K -$5.05K -57 -2%
MIC
335
Means Investment Company
Maine
$320K +$1.24K +14 +0.4%
MBT
336
Montecito Bank & Trust
California
$318K -$113K -1,275 -26%
NGA
337
Naples Global Advisors
Florida
$318K – – –
CIC
338
Carnegie Investment Counsel
Ohio
$317K -$14.4K -163 -4%
OBWP
339
O'Brien Wealth Partners
Massachusetts
$314K – – –
AWA
340
Artemis Wealth Advisors
New York
$314K – – –
BFIM
341
Beese Fulmer Investment Management
Ohio
$312K – – –
AIC
342
Ameritas Investment Company
Nebraska
$311K +$71.8K +810 +31%
CWP
343
Capital Wealth Planning
Florida
$308K – – –
LSA
344
L & S Advisors
California
$308K +$304K +3,435 New
DY
345
Dowling & Yahnke
California
$306K – – –
RMDI
346
R.M. Davis Inc
Maine
$306K +$302K +3,414 New
APW
347
Acima Private Wealth
Virginia
$305K – – –
CAW
348
Cornerstone Advisors (Washington)
Washington
$303K – – –
CCA
349
Cobblestone Capital Advisors
New York
$300K – – –
EAMA
350
EFG Asset Management (Americas)
Florida
$299K -$53.2K -600 -15%
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14
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