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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
376
Revolve Wealth Partners
New Jersey
$714K – – –
SSB
377
Sandy Spring Bank
Maryland
$713K -$12.3K -115 -2%
HCA
378
Harbour Capital Advisors
Virginia
$713K -$7.99K -75 -1%
AA
379
Auxano Advisors
Washington
$712K -$21.3K -200 -3%
BFA
380
Bragg Financial Advisors
North Carolina
$711K +$13.6K +128 +2%
RBC
381
Romano Brothers & Co
Illinois
$708K -$20.9K -196 -3%
SIA
382
Stegner Investment Associates
Kentucky
$708K – – –
FMN
383
Financial Management Network
California
$706K -$33.1K -311 -5%
MC
384
Mathes Company
New York
$697K -$10.7K -100 -2%
IC
385
IEQ Capital
California
$693K +$75.3K +707 +13%
ODIJL
386
One Day In July LLC
Vermont
$693K +$54.8K +514 +9%
FCH
387
Freestone Capital Holdings
Washington
$692K -$9.16K -86 -1%
AWMNH
388
Arcadia Wealth Management (New Hampshire)
New Hampshire
$686K -$36.3K -341 -5%
IGWM
389
ICA Group Wealth Management
Colorado
$678K +$157K +1,477 +34%
CI
390
Cordant Inc
Oregon
$670K -$26.2K -246 -4%
PIA
391
Perennial Investment Advisors
California
$667K +$19.9K +187 +3%
TB
392
Treynor Bancshares
Iowa
$662K +$426 +4 +0.1%
CAM
393
Cubic Asset Management
Massachusetts
$662K -$2.13K -20 -0.4%
CGA
394
Crescent Grove Advisors
Illinois
$659K +$8.84K +83 +1%
RIM
395
Rockbridge Investment Management
New York
$653K – – –
WH
396
Willner & Heller
California
$652K +$597K +5,604 New
SWM
397
Spire Wealth Management
Virginia
$646K -$5.86K -55 -1%
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
$645K -$246K -2,307 -29%
TGAM
399
TBH Global Asset Management
Tennessee
$633K -$7.03K -66 -1%
GT
400
Greenleaf Trust
Michigan
$620K – – –
14 15
16
17 18