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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
376
ADE LLC
Maryland
$715K +$712K +6,787 New
CT
377
Colonial Trust
South Carolina
$705K – – –
HCA
378
Harbour Capital Advisors
Virginia
$702K – – –
PP
379
Prosperity Planning
Missouri
$701K – – –
R
380
Rebalance
California
$700K +$697K +6,646 New
FMTC
381
Farmers & Merchants Trust Company
California
$693K – – –
RWP
382
Revolve Wealth Partners
New Jersey
$679K -$38.5K -367 -5%
PTC
383
Private Trust Company
Ohio
$673K -$7.55K -72 -1%
BFA
384
Bragg Financial Advisors
North Carolina
$669K +$38.8K +370 +6%
RBC
385
Romano Brothers & Co
Illinois
$668K -$9.33K -89 -1%
AA
386
Auxano Advisors
Washington
$666K – – –
SSB
387
Sandy Spring Bank
Maryland
$666K -$12.4K -118 -2%
CG
388
Colony Group
Massachusetts
$664K -$2.03M -19,344 -75%
WSFS
389
Wilmington Savings Fund Society
Delaware
$660K – – –
BWP
390
Balboa Wealth Partners
Arizona
$659K +$656K +6,259 New
MWP
391
MYCIO Wealth Partners
Pennsylvania
$654K +$7.55K +72 +1%
KAM
392
Knightsbridge Asset Management
California
$649K +$646K +6,164 New
CI
393
Cordant Inc
Oregon
$644K -$60.8K -580 -9%
MC
394
Mathes Company
New York
$642K -$21K -200 -3%
SIA
395
Stegner Investment Associates
Kentucky
$641K -$221K -2,111 -26%
CFO
396
Callan Family Office
Pennsylvania
$641K +$638K +6,082 New
AWG
397
Altus Wealth Group
Colorado
$632K +$629K +6,000 New
BAM
398
Belpointe Asset Management
Nevada
$629K +$93.1K +888 +17%
CGA
399
Crescent Grove Advisors
Illinois
$626K -$90.3K -861 -13%
AWM
400
Apollon Wealth Management
South Carolina
$625K +$310K +2,957 +99%
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