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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
351
Farmers & Merchants Trust Company
California
$632K – – –
MW
352
Marcum Wealth
Ohio
$622K -$93.9K -879 -12%
PTC
353
Private Trust Company
Ohio
$621K +$21.7K +203 +3%
IGWM
354
ICA Group Wealth Management
Colorado
$619K +$19.7K +184 +3%
SSB
355
Sandy Spring Bank
Maryland
$618K -$11.8K -110 -2%
RBC
356
Romano Brothers & Co
Illinois
$618K +$687K +6,434 New
AA
357
Auxano Advisors
Washington
$607K +$675K +6,322 New
MC
358
Mathes Company
New York
$605K -$150K -1,400 -18%
WSFS
359
Wilmington Savings Fund Society
Delaware
$602K +$2.99K +28 +0.4%
SWM
360
Spire Wealth Management
Virginia
$596K -$3.21K -30 -0.5%
SAM
361
Silvercrest Asset Management
New York
$593K – – –
CFG
362
Cooper Financial Group
California
$591K -$29.1K -272 -4%
MWP
363
MYCIO Wealth Partners
Pennsylvania
$590K – – –
CAL
364
Capital Analysts LLC
Pennsylvania
$580K +$36.9K +345 +6%
BFA
365
Bragg Financial Advisors
North Carolina
$574K -$110K -1,030 -15%
MLA
366
My Legacy Advisors
Oregon
$571K +$84.6K +792 +15%
WH
367
Willner & Heller
California
$567K +$12.7K +119 +2%
DWA
368
Douglass Winthrop Advisors
New York
$563K +$16.8K +157 +3%
TB
369
Treynor Bancshares
Iowa
$549K – – –
MWM
370
Meridian Wealth Management
Kentucky
$548K -$59.8K -560 -9%
CAM
371
Cubic Asset Management
Massachusetts
$542K – – –
RIM
372
Rockbridge Investment Management
New York
$539K +$117K +1,096 +24%
IWM
373
IHT Wealth Management
Illinois
$535K -$53.7K -503 -8%
WIM
374
WealthPlan Investment Management
Nebraska
$533K +$529K +4,949 New
TPA
375
Trivium Point Advisory
Connecticut
$523K -$207K -1,939 -27%
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15
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