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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
401
Nicolet Advisory Services
Wisconsin
$666K +$451K +3,372 +183%
MC
402
Mathes Company
New York
$665K – – –
ACP
403
Aveo Capital Partners
Colorado
$662K -$90.1K -673 -12%
WH
404
Willner & Heller
California
$658K -$50.6K -378 -7%
EW
405
Evoke Wealth
California
$656K – – –
CI
406
Cordant Inc
Oregon
$652K -$25.2K -188 -4%
AA
407
Alesco Advisors
New York
$652K – – –
CNBT
408
Canandaigua National Bank & Trust
New York
$652K – – –
SWM
409
Spire Wealth Management
Virginia
$645K -$12K -90 -2%
MFWP
410
Mosaic Family Wealth Partners
Missouri
$642K -$11.4K -85 -2%
RIS
411
Retirement Income Solutions
Michigan
$642K -$122K -911 -16%
HCMT
412
Highland Capital Management (Tennessee)
Tennessee
$637K +$535 +4 +0.1%
RT
413
Rockland Trust
Massachusetts
$633K – – –
CFB
414
Cullen/Frost Bankers
Texas
$632K +$28.6K +214 +5%
SIA
415
Schechter Investment Advisors
Michigan
$632K – – –
PFM
416
Phillips Financial Management
Indiana
$628K – – –
SSB
417
Sandy Spring Bank
Maryland
$627K -$72.9K -545 -10%
LBC
418
Lowe Brockenbrough & Co
Virginia
$626K -$41.8K -312 -6%
LWAM
419
Legacy Wealth Asset Management
Minnesota
$625K +$647K +4,834 New
CWM
420
Cahaba Wealth Management
Georgia
$624K -$22.2K -166 -3%
MW
421
Marcum Wealth
Ohio
$621K – – –
TGAM
422
TBH Global Asset Management
Tennessee
$618K – – –
RMDI
423
R.M. Davis Inc
Maine
$617K -$53.5K -400 -8%
AWMNH
424
Arcadia Wealth Management (New Hampshire)
New Hampshire
$616K -$45.4K -339 -7%
MMG
425
Monetary Management Group
Missouri
$614K – – –
15 16
17
18 19