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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
326
Cadence Bank NA
Texas
$920K – – –
RIM
327
Rockbridge Investment Management
New York
$917K +$53.1K +445 +6%
AIG
328
American International Group
New York
$904K +$239K +2,000 +37%
MW
329
Marcum Wealth
Ohio
$902K +$57.9K +485 +7%
PTC
330
Private Trust Company
Ohio
$897K +$29.8K +250 +4%
SWP
331
Summit Wealth Partners
Florida
$892K +$56.5K +473 +7%
GL
332
Graypoint LLC
New York
$889K – – –
BB
333
Busey Bank
Illinois
$879K +$87.3K +731 +11%
RWP
334
Revolve Wealth Partners
New Jersey
$867K +$845K +7,082 New
SYBT
335
Stock Yards Bank & Trust
Kentucky
$862K +$57.1K +478 +7%
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$853K – – –
MC
337
Mathes Company
New York
$850K -$71.6K -600 -8%
SAM
338
Silvercrest Asset Management
New York
$844K – – –
CI
339
Cordant Inc
Oregon
$828K – – –
D
340
Dentgroup
Louisiana
$823K +$802K +6,722 New
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$822K -$92.9K -778 -10%
HCA
342
Harbour Capital Advisors
Virginia
$818K – – –
WIM
343
Wittenberg Investment Management
Massachusetts
$817K +$147K +1,233 +23%
CAL
344
Capital Analysts LLC
Pennsylvania
$809K +$40K +335 +5%
JCM
345
J2 Capital Management
Michigan
$808K +$788K +6,600 New
FMTC
346
Farmers & Merchants Trust Company
California
$805K – – –
CFG
347
Cooper Financial Group
California
$799K -$84.4K -707 -10%
GTAM
348
Global Trust Asset Management
Florida
$799K -$59.5K -498 -7%
IWM
349
IHT Wealth Management
Illinois
$791K -$69.4K -581 -8%
SSB
350
Sandy Spring Bank
Maryland
$789K -$37K -310 -5%
12 13
14
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