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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NAAA
426
New Age Alpha Advisors
New York
$850K -$2.68M -17,011 -77%
SAI
427
Savvy Advisors Inc
New York
$849K +$251K +1,588 +44%
ONB
428
Old National Bancorp
Indiana
$849K +$54.8K +347 +7%
WIA
429
World Investment Advisors
California
$847K -$42.3K -268 -4%
TPWA
430
Twin Peaks Wealth Advisors
California
$845K -$7.26K -46 -0.9%
RMDI
431
R.M. Davis Inc
Maine
$845K – – –
KWA
432
Kingswood Wealth Advisors
California
$843K -$27.6K -175 -3%
AI
433
Atria Investments
North Carolina
$839K -$24.8K -157 -3%
VFA
434
Valeo Financial Advisors
Indiana
$830K +$68.2K +432 +9%
AA
435
Alesco Advisors
New York
$830K – – –
NAMP
436
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$825K – – –
FCH
437
Freestone Capital Holdings
Washington
$824K +$24.1K +153 +3%
4WM
438
49 Wealth Management
Texas
$823K +$789K +5,002 New
A
439
Alongside
Texas
$823K +$789K +5,002 New
WWM
440
Western Wealth Management
Colorado
$823K -$21.1K -134 -3%
ODIJL
441
One Day In July LLC
Vermont
$822K -$13.4K -85 -2%
SB
442
Simmons Bank
Arkansas
$813K +$196K +1,244 +34%
SCP
443
Stevens Capital Partners
Nebraska
$807K +$10.4K +66 +1%
CCAL
444
City Center Advisors LLC
Michigan
$805K +$3.94K +25 +0.5%
CNBT
445
Canandaigua National Bank & Trust
New York
$796K +$763K +4,838 New
CGPCS
446
Capital Group Private Client Services
California
$788K – – –
SAW
447
Signal Advisors Wealth
Michigan
$785K -$46.2K -293 -6%
AF
448
Allworth Financial
California
$781K -$17.6M -111,712 -96%
RT
449
Rockland Trust
Massachusetts
$777K -$1.74K -11 -0.2%
WTB
450
Washington Trust Bank
Washington
$768K -$253K -1,606 -26%
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