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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
426
Parkshore Wealth Management
California
$770K -$60.6K -408 -7%
AI
427
Atria Investments
North Carolina
$765K -$882K -5,945 -53%
TWP
428
Triad Wealth Partners
Kansas
$757K +$771K +5,194 New
TPWA
429
Twin Peaks Wealth Advisors
California
$755K +$8.76K +59 +1%
WWM
430
Western Wealth Management
Colorado
$748K -$891 -6 -0.1%
RMDI
431
R.M. Davis Inc
Maine
$748K -$40.8K -275 -5%
ODIJL
432
One Day In July LLC
Vermont
$740K -$2.82K -19 -0.4%
SAW
433
Signal Advisors Wealth
Michigan
$738K -$21.2K -143 -3%
AA
434
Alesco Advisors
New York
$735K – – –
SIA
435
Stegner Investment Associates
Kentucky
$732K +$137K +920 +22%
NAMP
436
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$722K – – –
PCIA
437
Prime Capital Investment Advisors
Kansas
$717K +$111K +751 +18%
CCAL
438
City Center Advisors LLC
Michigan
$709K +$14.7K +99 +2%
VT
439
Vise Technologies
New York
$709K – – –
SWM
440
Spire Wealth Management
Virginia
$708K +$5.2K +35 +0.7%
FCH
441
Freestone Capital Holdings
Washington
$707K -$123K -826 -15%
SCP
442
Stevens Capital Partners
Nebraska
$705K -$8.46K -57 -1%
CNC
443
Canandaigua National Corp
New York
$705K +$718K +4,838 New
ONB
444
Old National Bancorp
Indiana
$701K -$48.2K -325 -6%
AF
445
Advisornet Financial
Minnesota
$699K -$18.9K -127 -3%
CGPCS
446
Capital Group Private Client Services
California
$698K -$297 -2 -0%
RT
447
Rockland Trust
Massachusetts
$690K +$21.7K +146 +3%
MTIC
448
Missouri Trust & Investment Company
Missouri
$687K +$11.7K +79 +2%
AT
449
American Trust
Kentucky
$676K -$32.7K -220 -5%
SHWM
450
Smith & Howard Wealth Management
Georgia
$673K – – –
16 17
18
19 20