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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
351
Graypoint LLC
New York
$910K – – –
R
352
Rebalance
California
$904K – – –
BB
353
Busey Bank
Illinois
$880K – – –
AA
354
Auxano Advisors
Washington
$879K +$41.2K +326 +5%
FMTC
355
Farmers & Merchants Trust Company
California
$874K – – –
GTAM
356
Global Trust Asset Management
Florida
$870K -$164K -1,299 -16%
DT
357
Diversified Trust
Tennessee
$856K – – –
CAM
358
Cozad Asset Management
Illinois
$847K -$8.85K -70 -1%
LW
359
Linscomb Wealth
Texas
$846K -$1.39K -11 -0.2%
FPAS
360
Focus Partners Advisor Solutions
Missouri
$845K -$11.4K -90 -1%
VFPW
361
Vantage Financial Partners (Wisconsin)
Wisconsin
$837K -$56.2K -445 -7%
RWP
362
Revolve Wealth Partners
New Jersey
$835K – – –
PP
363
Prosperity Planning
Missouri
$833K -$10.9K -86 -1%
WTB
364
Washington Trust Bank
Washington
$832K -$270K -2,140 -25%
PC
365
Port Capital
Illinois
$822K +$2.78K +22 +0.4%
HCA
366
Harbour Capital Advisors
Virginia
$808K – – –
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$806K – – –
AWA
368
Arkadios Wealth Advisors
Georgia
$804K +$77.3K +612 +11%
BA
369
Ballew Advisors
Mississippi
$802K -$60.4K -478 -7%
SIA
370
Stegner Investment Associates
Kentucky
$793K – – –
MWP
371
MYCIO Wealth Partners
Pennsylvania
$788K +$3.29K +26 +0.4%
C
372
CEDRUS
Colorado
$786K +$48.8K +386 +7%
RIS
373
Retirement Income Solutions
Michigan
$777K – – –
IC
374
IEQ Capital
California
$777K -$4.3K -34 -0.6%
CGA
375
Crescent Grove Advisors
Illinois
$769K – – –
13 14
15
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