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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$804K +$83.1K +684 +11%
BB
352
Busey Bank
Illinois
$804K -$35.2K -290 -4%
AF
353
Allworth Financial
California
$799K +$111K +911 +17%
FMTC
354
Farmers & Merchants Trust Company
California
$798K -$4.86K -40 -0.6%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$783K -$155K -1,279 -16%
DT
356
Diversified Trust
Tennessee
$782K +$293K +2,414 +59%
CAM
357
Cozad Asset Management
Illinois
$781K -$15.7K -129 -2%
LW
358
Linscomb Wealth
Texas
$774K – – –
PP
359
Prosperity Planning
Missouri
$771K – – –
AA
360
Auxano Advisors
Washington
$763K +$24.3K +200 +3%
RWP
361
Revolve Wealth Partners
New Jersey
$762K – – –
FIA
362
Foundations Investment Advisors
Arizona
$758K -$19.3K -159 -2%
BOH
363
Bank of Hawaii
Hawaii
$754K -$24.2K -199 -3%
CB
364
Centennial Bank
Arkansas
$752K +$44.6K +367 +6%
PC
365
Port Capital
Illinois
$748K -$193K -1,591 -20%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$736K +$66.3K +546 +10%
HCA
367
Harbour Capital Advisors
Virginia
$735K -$3.04K -25 -0.4%
FCH
368
Freestone Capital Holdings
Washington
$730K – – –
BFA
369
Bragg Financial Advisors
North Carolina
$726K -$12.2K -100 -2%
SIA
370
Stegner Investment Associates
Kentucky
$724K – – –
MC
371
Mathes Company
New York
$724K – – –
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$723K +$169K +1,389 +30%
MWP
373
MYCIO Wealth Partners
Pennsylvania
$717K +$2.43K +20 +0.3%
IC
374
IEQ Capital
California
$714K +$486 +4 +0.1%
IWM
375
IHT Wealth Management
Illinois
$712K -$47.3K -389 -6%
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15
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