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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
401
Aptus Capital Advisors
Alabama
$139K -$428 -5 -0.2%
AT
402
Arden Trust
Delaware
$137K -$1.03M -12,025 -85%
CDIA
403
Capital Directions Investment Advisors
Georgia
$133K -$3.85K -45 -2%
EWM
404
EPG Wealth Management
Georgia
$131K +$93.4K +1,092 +114%
BFC
405
Bedel Financial Consulting
Indiana
$128K +$23.4K +274 +16%
CAW
406
Cornerstone Advisors (Washington)
Washington
$127K -$120K -1,398 -41%
GWS
407
Glassman Wealth Services
Virginia
$123K – – –
TAM
408
Townsend Asset Management
North Carolina
$116K – – –
HF
409
Halpern Financial
Virginia
$113K -$26.5K -310 -15%
PA
410
Parallel Advisors
California
$112K -$22.1K -259 -13%
KFI
411
Key Financial Inc
Pennsylvania
$104K -$129K -1,510 -49%
HFS
412
HBC Financial Services
Washington
$98K – – –
CFGS
413
Concourse Financial Group Securities
Alabama
$97K -$12.8K -150 -9%
S
414
SignatureFD
Georgia
$90K -$65.8K -769 -35%
ST
415
Smithfield Trust
Pennsylvania
$90K – – –
OC
416
Oakworth Capital
Alabama
$89K -$88.8K -1,038 -43%
PC
417
Permanens Capital
New York
$85K +$40.2K +470 +55%
CFG
418
Citizens Financial Group
Rhode Island
$84K +$12.8K +150 +13%
RDWM
419
Red Door Wealth Management
Tennessee
$81K +$108K +1,267 New
FA
420
Fortis Advisors
Pennsylvania
$79K -$9.15K -107 -8%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$75K -$401K -4,692 -80%
SC
422
Stralem & Co
New York
$71K +$94.7K +1,107 New
BBHC
423
Brown Brothers Harriman & Co
New York
$69K +$5.39K +63 +6%
BBA
424
Braun-Bostich & Associates
Pennsylvania
$67K – – –
SWM
425
Sugarloaf Wealth Management
Georgia
$67K – – –
15 16
17
18 19