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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
351
ADE LLC
Maryland
$721K +$436 +4 +0.1%
CT
352
Colonial Trust
South Carolina
$715K +$4.04K +37 +0.6%
SIC
353
Sigma Investment Counselors
Michigan
$712K +$514K +4,710 +236%
HCA
354
Harbour Capital Advisors
Virginia
$710K – – –
R
355
Rebalance
California
$709K +$3.38K +31 +0.5%
PP
356
Prosperity Planning
Missouri
$707K -$5.35K -49 -0.7%
HWM
357
HB Wealth Management
Georgia
$705K -$113K -1,034 -13%
SAM
358
Silvercrest Asset Management
New York
$701K -$47.2K -433 -6%
FMTC
359
Farmers & Merchants Trust Company
California
$699K – – –
SWM
360
Spire Wealth Management
Virginia
$688K +$78.1K +716 +12%
IPW
361
Intergy Private Wealth
Colorado
$680K +$99K +907 +17%
PFG
362
Peterson Financial Group
Iowa
$672K -$105K -958 -13%
AA
363
Auxano Advisors
Washington
$671K – – –
BCM
364
Brookstone Capital Management
Illinois
$670K -$197K -1,809 -22%
RBC
365
Romano Brothers & Co
Illinois
$667K -$6.76K -62 -1%
BFA
366
Bragg Financial Advisors
North Carolina
$664K -$10.4K -95 -1%
MWP
367
MYCIO Wealth Partners
Pennsylvania
$663K +$3.16K +29 +0.5%
SSB
368
Sandy Spring Bank
Maryland
$657K -$14.7K -135 -2%
RWP
369
Revolve Wealth Partners
New Jersey
$652K -$34K -312 -5%
PTC
370
Private Trust Company
Ohio
$650K -$29.6K -271 -4%
MWM
371
Meridian Wealth Management
Kentucky
$647K +$38.8K +356 +6%
SIA
372
Stegner Investment Associates
Kentucky
$647K – – –
AWG
373
Altus Wealth Group
Colorado
$646K +$9.16K +84 +1%
FCH
374
Freestone Capital Holdings
Washington
$641K -$84.6K -775 -11%
CI
375
Cordant Inc
Oregon
$640K -$9.71K -89 -1%
13 14
15
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