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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
401
One Day In July LLC
Vermont
$717K +$2.46K +18 +0.4%
HIP
402
HUB Investment Partners
Texas
$709K -$40.2K -294 -5%
PPW
403
Parcion Private Wealth
Washington
$705K – – –
AA
404
Alesco Advisors
New York
$704K – – –
WIA
405
World Investment Advisors
California
$702K +$1.09K +8 +0.2%
CI
406
Cordant Inc
Oregon
$701K -$3.55K -26 -0.5%
NAMP
407
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$692K – – –
SAI
408
Savvy Advisors Inc
New York
$686K +$377K +2,761 +129%
SCP
409
Stevens Capital Partners
Nebraska
$682K +$38.8K +284 +6%
CNBT
410
Canandaigua National Bank & Trust
New York
$676K – – –
FTUS
411
Flow Traders U.S.
New York
$671K +$656K +4,801 New
SWM
412
Spire Wealth Management
Virginia
$669K +$61.6K +451 +10%
CGPCS
413
Capital Group Private Client Services
California
$668K +$1.5K +11 +0.2%
EWA
414
EverSource Wealth Advisors
Alabama
$663K -$1.78K -13 -0.3%
SWA
415
Sax Wealth Advisors
New Jersey
$659K +$547 +4 +0.1%
PIA
416
Perennial Investment Advisors
California
$657K -$65.6K -480 -9%
IIC
417
Ironwood Investment Counsel
Arizona
$657K +$274K +2,005 +74%
SHWM
418
Smith & Howard Wealth Management
Georgia
$645K – – –
AF
419
Allworth Financial
California
$644K +$53K +388 +9%
PC
420
Port Capital
Illinois
$644K +$1.78K +13 +0.3%
RT
421
Rockland Trust
Massachusetts
$642K -$26.4K -193 -4%
VA
422
Valmark Advisers
Ohio
$641K -$8.06K -59 -1%
SIA
423
Stegner Investment Associates
Kentucky
$635K -$132K -965 -18%
RIS
424
Retirement Income Solutions
Michigan
$635K – – –
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$633K – – –
15 16
17
18 19