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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
426
Savvy Advisors Inc
New York
$849K +$251K +1,588 +44%
ONB
427
Old National Bancorp
Indiana
$849K +$54.8K +347 +7%
WIA
428
World Investment Advisors
California
$847K -$42.3K -268 -4%
TPWA
429
Twin Peaks Wealth Advisors
California
$845K -$7.26K -46 -0.9%
RMDI
430
R.M. Davis Inc
Maine
$845K – – –
KWA
431
Kingswood Wealth Advisors
California
$843K -$27.6K -175 -3%
AI
432
Atria Investments
North Carolina
$839K -$24.8K -157 -3%
VFA
433
Valeo Financial Advisors
Indiana
$830K +$68.2K +432 +9%
AA
434
Alesco Advisors
New York
$830K – – –
NAMP
435
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$825K – – –
FCH
436
Freestone Capital Holdings
Washington
$824K +$24.1K +153 +3%
4WM
437
49 Wealth Management
Texas
$823K +$789K +5,002 New
A
438
Alongside
Texas
$823K +$789K +5,002 New
WWM
439
Western Wealth Management
Colorado
$823K -$21.1K -134 -3%
ODIJL
440
One Day In July LLC
Vermont
$822K -$13.4K -85 -2%
SB
441
Simmons Bank
Arkansas
$813K +$196K +1,244 +34%
SCP
442
Stevens Capital Partners
Nebraska
$807K +$10.4K +66 +1%
CCAL
443
City Center Advisors LLC
Michigan
$805K +$3.94K +25 +0.5%
CNBT
444
Canandaigua National Bank & Trust
New York
$796K +$763K +4,838 New
CGPCS
445
Capital Group Private Client Services
California
$788K – – –
SAW
446
Signal Advisors Wealth
Michigan
$785K -$46.2K -293 -6%
AF
447
Allworth Financial
California
$781K -$17.6M -111,712 -96%
RT
448
Rockland Trust
Massachusetts
$777K -$1.74K -11 -0.2%
WTB
449
Washington Trust Bank
Washington
$768K -$253K -1,606 -26%
SHWM
450
Smith & Howard Wealth Management
Georgia
$760K – – –
16 17
18
19 20