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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
$715K +$4.04K +37 +0.6%
SIC
352
Sigma Investment Counselors
Michigan
$712K +$514K +4,710 +236%
HCA
353
Harbour Capital Advisors
Virginia
$710K – – –
R
354
Rebalance
California
$709K +$3.38K +31 +0.5%
PP
355
Prosperity Planning
Missouri
$707K -$5.35K -49 -0.7%
HWM
356
HB Wealth Management
Georgia
$705K -$113K -1,034 -13%
SAM
357
Silvercrest Asset Management
New York
$701K -$47.2K -433 -6%
FMTC
358
Farmers & Merchants Trust Company
California
$699K – – –
SWM
359
Spire Wealth Management
Virginia
$688K +$78.1K +716 +12%
IPW
360
Intergy Private Wealth
Colorado
$680K +$99K +907 +17%
PFG
361
Peterson Financial Group
Iowa
$672K -$105K -958 -13%
AA
362
Auxano Advisors
Washington
$671K – – –
BCM
363
Brookstone Capital Management
Illinois
$670K -$197K -1,809 -22%
RBC
364
Romano Brothers & Co
Illinois
$667K -$6.76K -62 -1%
BFA
365
Bragg Financial Advisors
North Carolina
$664K -$10.4K -95 -1%
MWP
366
MYCIO Wealth Partners
Pennsylvania
$663K +$3.16K +29 +0.5%
SSB
367
Sandy Spring Bank
Maryland
$657K -$14.7K -135 -2%
RWP
368
Revolve Wealth Partners
New Jersey
$652K -$34K -312 -5%
PTC
369
Private Trust Company
Ohio
$650K -$29.6K -271 -4%
MWM
370
Meridian Wealth Management
Kentucky
$647K +$38.8K +356 +6%
SIA
371
Stegner Investment Associates
Kentucky
$647K – – –
AWG
372
Altus Wealth Group
Colorado
$646K +$9.16K +84 +1%
FCH
373
Freestone Capital Holdings
Washington
$641K -$84.6K -775 -11%
CI
374
Cordant Inc
Oregon
$640K -$9.71K -89 -1%
MA
375
Montag & Associates
Georgia
$629K +$471K +4,320 +269%
13 14
15
16 17