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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
426
Rockland Trust
Massachusetts
$604K -$12.9K -99 -2%
PFM
427
Phillips Financial Management
Indiana
$603K -$8.98K -69 -1%
AWMNH
428
Arcadia Wealth Management (New Hampshire)
New Hampshire
$603K +$2.87K +22 +0.5%
SSB
429
Sandy Spring Bank
Maryland
$601K -$9.77K -75 -2%
MW
430
Marcum Wealth
Ohio
$601K -$4.43K -34 -0.7%
IC
431
IEQ Capital
California
$591K -$134K -1,031 -18%
VA
432
Valmark Advisers
Ohio
$584K +$10.2K +78 +2%
SHWM
433
Smith & Howard Wealth Management
Georgia
$582K – – –
SWA
434
Sax Wealth Advisors
New Jersey
$576K +$172K +1,321 +41%
RIS
435
Retirement Income Solutions
Michigan
$573K -$54.2K -416 -8%
BSTWA
436
Blake Schutter Theil Wealth Advisors
Ohio
$571K – – –
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$570K -$51.7K -397 -8%
EFS
438
Essex Financial Services
Connecticut
$568K +$13.5K +104 +2%
RSWM
439
Robertson Stephens Wealth Management
California
$566K +$781 +6 +0.1%
DC
440
Davenport & Co
Virginia
$565K +$2.21K +17 +0.4%
MTIC
441
Missouri Trust & Investment Company
Missouri
$564K – – –
SAW
442
Signal Advisors Wealth
Michigan
$564K +$37.9K +291 +7%
WT
443
Washington Trust
Rhode Island
$563K – – –
MCM
444
Manchester Capital Management
Vermont
$551K – – –
CFG
445
Cornerstone Financial Group
Nebraska
$550K +$911 +7 +0.2%
RTL
446
Red Tortoise LLC
Georgia
$547K – – –
B
447
Bensler
Washington
$546K +$130 +1 +0%
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$544K -$6.12K -47 -1%
BFA
449
Bragg Financial Advisors
North Carolina
$534K -$36.2K -278 -6%
AT
450
American Trust
Kentucky
$532K -$856K -6,575 -61%
16 17
18
19 20