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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
Flagstar Advisors
New York
$713K -$399K -3,785 -37%
LW
352
Linscomb Wealth
Texas
$704K -$111K -1,049 -14%
AWMNH
353
Arcadia Wealth Management (New Hampshire)
New Hampshire
$702K -$4.38M -41,552 -87%
RBC
354
Romano Brothers & Co
Illinois
$690K +$105 +1 +0%
PFG
355
Peterson Financial Group
Iowa
$689K -$6.43K -61 -1%
MWP
356
MYCIO Wealth Partners
Pennsylvania
$688K +$2.42K +23 +0.4%
BFA
357
Bragg Financial Advisors
North Carolina
$687K – – –
SSB
358
Sandy Spring Bank
Maryland
$679K – – –
TC
359
TownSquare Capital
Utah
$675K +$83.8K +796 +15%
RWP
360
Revolve Wealth Partners
New Jersey
$674K – – –
AA
361
Auxano Advisors
Washington
$671K – – –
MA
362
Mutual Advisors
Nebraska
$669K +$65K +617 +11%
SIA
363
Stegner Investment Associates
Kentucky
$668K – – –
FCH
364
Freestone Capital Holdings
Washington
$663K – – –
CI
365
Cordant Inc
Oregon
$662K – – –
PTC
366
Private Trust Company
Ohio
$658K -$13.7K -130 -2%
AWA
367
Arkadios Wealth Advisors
Georgia
$647K +$42.3K +402 +7%
SWM
368
Spire Wealth Management
Virginia
$646K -$63.5K -603 -9%
MCWS
369
McKinley Carter Wealth Services
West Virginia
$644K -$318K -3,018 -34%
MA
370
Montag & Associates
Georgia
$637K -$13.8K -131 -2%
PIA
371
Perennial Investment Advisors
California
$635K +$6.32K +60 +1%
CAM
372
Cubic Asset Management
Massachusetts
$628K +$7.9K +75 +1%
TB
373
Treynor Bancshares
Iowa
$625K +$105 +1 +0%
BOH
374
Bank of Hawaii
Hawaii
$624K -$358K -3,394 -37%
MLA
375
My Legacy Advisors
Oregon
$619K +$14.6K +139 +3%
13 14
15
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