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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
351
Colonial Trust
South Carolina
$643K +$715K +6,696 New
FMTC
352
Farmers & Merchants Trust Company
California
$632K – – –
MW
353
Marcum Wealth
Ohio
$622K -$93.9K -879 -12%
PTC
354
Private Trust Company
Ohio
$621K +$21.7K +203 +3%
IGWM
355
ICA Group Wealth Management
Colorado
$619K +$19.7K +184 +3%
SSB
356
Sandy Spring Bank
Maryland
$618K -$11.8K -110 -2%
RBC
357
Romano Brothers & Co
Illinois
$618K +$687K +6,434 New
AA
358
Auxano Advisors
Washington
$607K +$675K +6,322 New
MC
359
Mathes Company
New York
$605K -$150K -1,400 -18%
WSFS
360
Wilmington Savings Fund Society
Delaware
$602K +$2.99K +28 +0.4%
SWM
361
Spire Wealth Management
Virginia
$596K -$3.21K -30 -0.5%
SAM
362
Silvercrest Asset Management
New York
$593K – – –
CFG
363
Cooper Financial Group
California
$591K -$29.1K -272 -4%
MWP
364
MYCIO Wealth Partners
Pennsylvania
$590K – – –
CAL
365
Capital Analysts LLC
Pennsylvania
$580K +$36.9K +345 +6%
BFA
366
Bragg Financial Advisors
North Carolina
$574K -$110K -1,030 -15%
MLA
367
My Legacy Advisors
Oregon
$571K +$84.6K +792 +15%
WH
368
Willner & Heller
California
$567K +$12.7K +119 +2%
DWA
369
Douglass Winthrop Advisors
New York
$563K +$16.8K +157 +3%
TB
370
Treynor Bancshares
Iowa
$549K – – –
MWM
371
Meridian Wealth Management
Kentucky
$548K -$59.8K -560 -9%
CAM
372
Cubic Asset Management
Massachusetts
$542K – – –
RIM
373
Rockbridge Investment Management
New York
$539K +$117K +1,096 +24%
IWM
374
IHT Wealth Management
Illinois
$535K -$53.7K -503 -8%
WIM
375
WealthPlan Investment Management
Nebraska
$533K +$529K +4,949 New
13 14
15
16 17