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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
426
Permanens Capital
New York
$93K -$7.93K -109 -8%
FA
427
Fortis Advisors
Pennsylvania
$91K -$3.86K -53 -4%
SC
428
Stralem & Co
New York
$85K – – –
BBA
429
Braun-Bostich & Associates
Pennsylvania
$84K – – –
BFC
430
Bedel Financial Consulting
Indiana
$80K -$69.9K -960 -48%
SWM
431
Sugarloaf Wealth Management
Georgia
$80K – – –
TAM
432
Townsend Asset Management
North Carolina
$79K -$56.8K -781 -43%
BBHC
433
Brown Brothers Harriman & Co
New York
$78K -$4.59K -63 -6%
CIA
434
Cascade Investment Advisors
Oregon
$76.5K – – –
HFA
435
Hoover Financial Advisors
Pennsylvania
$76K +$72.6K +997 New
AF
436
Allworth Financial
California
$75K +$47.4K +651 +198%
JCM
437
Jacobi Capital Management
Pennsylvania
$74K -$32.4K -445 -51%
DSC
438
Duncker Streett & Co
Missouri
$74K – – –
WB
439
West Bancorporation
Iowa
$70K – – –
FHA
440
Flagship Harbor Advisors
Massachusetts
$68K -$105K -1,436 -62%
BW
441
Bison Wealth
Georgia
$63K -$2.33K -32 -4%
TC
442
Trust Company
Kansas
$61K -$16K -220 -22%
BAM
443
Barrett Asset Management
New York
$59K -$3.64K -50 -6%
CAGAS
444
Capital Advisory Group Advisory Services
Minnesota
$59K +$34.1K +469 +156%
HI
445
Hudock Inc
Pennsylvania
$56K – – –
OC
446
Oakworth Capital
Alabama
$55K -$48.4K -665 -48%
CWM
447
Campbell Wealth Management
Virginia
$55K +$52K +714 New
SIS
448
SVB Investment Services
Utah
$54K – – –
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
LWCFA
450
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K – – –
16 17
18
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