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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
401
Bedel Financial Consulting
Indiana
$57K +$58.5K +660 New
TL
402
TrueWealth LLC
Georgia
$56K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$55K – – –
GBBWRPM
404
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$54K +$55.9K +630 New
GTAM
405
Global Trust Asset Management
Florida
$52K – – –
APP
406
Avantax Planning Partners
Iowa
$52K +$52.8K +596 New
SFM
407
Systematic Financial Management
New Jersey
$51K -$192K -2,170 -79%
WC
408
Whitnell & Co
Illinois
$51K – – –
VFA
409
Valeo Financial Advisors
Indiana
$50K +$14.1K +159 +38%
CBT
410
Capital Bank & Trust
California
$49K – – –
BFEC
411
Benjamin F. Edwards & Company
Missouri
$48K -$129K -1,453 -72%
WWMSC
412
Wagner Wealth Management (South Carolina)
South Carolina
$48K – – –
DWM
413
Destination Wealth Management
California
$48K +$48.9K +551 New
PO
414
Private Ocean
California
$48K +$49.5K +558 New
RWM
415
Raffa Wealth Management
District of Columbia
$47.4K +$177 +2 +0.4%
MOS
416
MGO One Seven
Ohio
$43K – – –
SFC
417
SYM Financial Corp
Indiana
$40K -$9.57K -108 -19%
RWA
418
Ropes Wealth Advisors
Massachusetts
$40K +$40.7K +459 New
CFA
419
Carroll Financial Associates
North Carolina
$39K – – –
SIAP
420
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
WTB
421
Washington Trust Bank
Washington
$38K +$39.5K +445 New
RFWA
422
RPg Family Wealth Advisory
Massachusetts
$36.3K – – –
NSB
423
Norway Savings Bank
Maine
$35K – – –
RCG
424
Ruggie Capital Group
Florida
$34K – – –
VCM
425
Vigilant Capital Management
Maine
$34K – – –
15 16
17
18 19