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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
351
B. Riley Wealth Advisors
Florida
$655K +$170K +1,522 +31%
CFG
352
Cooper Financial Group
California
$652K -$10.6K -95 -1%
MA
353
MCF Advisors
Kentucky
$646K +$4.36K +39 +0.6%
TC
354
Trilogy Capital
California
$637K -$275K -2,455 -28%
PTC
355
Private Trust Company
Ohio
$636K -$108K -968 -13%
MWM
356
Meridian Wealth Management
Kentucky
$636K +$292K +2,608 +71%
WSFS
357
Wilmington Savings Fund Society
Delaware
$633K -$1.63M -14,554 -70%
SWM
358
Spire Wealth Management
Virginia
$633K -$46.2K -413 -6%
SAM
359
Silvercrest Asset Management
New York
$627K -$80.5K -720 -10%
MWP
360
MYCIO Wealth Partners
Pennsylvania
$623K +$2.68K +24 +0.4%
IWM
361
IHT Wealth Management
Illinois
$617K -$31.2K -279 -4%
FSA
362
Financial Sense Advisors
California
$615K +$677K +6,058 New
CDIA
363
Capital Directions Investment Advisors
Georgia
$609K -$56.7K -507 -8%
FNBT
364
FineMark National Bank & Trust
Florida
$606K -$29.1K -260 -4%
WANY
365
Wealthspire Advisors (New York)
New York
$602K +$147K +1,319 +29%
MTIC
366
Missouri Trust & Investment Company
Missouri
$601K – – –
BSW
367
Buckingham Strategic Wealth
Missouri
$589K +$231K +2,062 +55%
WH
368
Willner & Heller
California
$588K +$78.7K +704 +14%
RT
369
Rockland Trust
Massachusetts
$586K -$14K -125 -2%
NP
370
NorthRock Partners
Minnesota
$581K -$25.5K -228 -4%
TB
371
Treynor Bancshares
Iowa
$581K -$10.6K -95 -2%
CAL
372
Capital Analysts LLC
Pennsylvania
$579K -$117K -1,050 -16%
DWA
373
Douglass Winthrop Advisors
New York
$579K – – –
SG
374
StoneX Group
New York
$576K +$255K +2,281 +67%
CAM
375
Cubic Asset Management
Massachusetts
$573K -$2.57K -23 -0.4%
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