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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
401
Stonegate Investment Group
Alabama
$626K +$39.7K +327 +7%
MFWP
402
Mosaic Family Wealth Partners
Missouri
$618K -$7.66K -63 -1%
BTWM
403
Baker Tilly Wealth Management
Wisconsin
$614K -$554K -4,555 -47%
SWM
404
Spire Wealth Management
Virginia
$613K -$46.2K -380 -7%
AA
405
Alesco Advisors
New York
$609K – – –
ODIJL
406
One Day In July LLC
Vermont
$598K -$125K -1,028 -17%
RMDI
407
R.M. Davis Inc
Maine
$596K +$3.65K +30 +0.6%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$593K -$18.5K -152 -3%
RT
409
Rockland Trust
Massachusetts
$591K – – –
SIA
410
Schechter Investment Advisors
Michigan
$590K – – –
PFM
411
Phillips Financial Management
Indiana
$587K +$12.3K +101 +2%
ACP
412
Aveo Capital Partners
Colorado
$584K +$19.2K +158 +3%
LWM
413
LJI Wealth Management
Indiana
$580K – – –
MW
414
Marcum Wealth
Ohio
$580K +$41.9K +345 +8%
TGAM
415
TBH Global Asset Management
Tennessee
$577K -$81.3K -669 -12%
RIM
416
Rockbridge Investment Management
New York
$576K +$30.7K +253 +6%
MA
417
Montag & Associates
Georgia
$575K – – –
MMG
418
Monetary Management Group
Missouri
$574K – – –
IWM
419
Iams Wealth Management
Nebraska
$571K +$575K +4,731 New
CGPCS
420
Capital Group Private Client Services
California
$570K +$729 +6 +0.1%
BI
421
Berkeley Inc
Idaho
$570K -$576K -4,741 -50%
CCAL
422
City Center Advisors LLC
Michigan
$566K – – –
HF
423
HRT Financial
New York
$562K +$566K +4,660 New
SHWM
424
Smith & Howard Wealth Management
Georgia
$557K – – –
VA
425
Valmark Advisers
Ohio
$555K +$7.53K +62 +1%
15 16
17
18 19