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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BSTWA
451
Blake Schutter Theil Wealth Advisors
Ohio
$760K – – –
MTIC
452
Missouri Trust & Investment Company
Missouri
$746K -$39.4K -250 -5%
AUB
453
Atlantic Union Bankshares
Virginia
$746K – – –
AF
454
Advisornet Financial
Minnesota
$738K -$49.9K -316 -7%
PIA
455
Perennial Investment Advisors
California
$729K -$2.05K -13 -0.3%
RSWM
456
Robertson Stephens Wealth Management
California
$727K +$1.1K +7 +0.2%
IAS
457
Insigneo Advisory Services
Florida
$723K +$470K +2,981 +211%
BFA
458
Bragg Financial Advisors
North Carolina
$720K – – –
BW
459
BIP Wealth
Georgia
$720K +$691K +4,376 New
EFS
460
Essex Financial Services
Connecticut
$714K -$12.8K -81 -2%
LAS
461
Lloyd Advisory Services
Georgia
$712K -$14.9M -94,289 -96%
B
462
Bensler
Washington
$712K +$1.89K +12 +0.3%
CFG
463
Cornerstone Financial Group
Nebraska
$707K +$947 +6 +0.1%
RFO
464
RiverGlades Family Offices
Florida
$707K +$678K +4,294 New
GWA
465
Geometric Wealth Advisors
District of Columbia
$706K -$2.68K -17 -0.4%
NLA
466
Northern Lights Advisors
Washington
$701K +$27.8K +176 +4%
PC
467
Port Capital
Illinois
$701K +$1.42K +9 +0.2%
FWM
468
FLP Wealth Management
Arkansas
$697K +$52.7K +334 +9%
AAS
469
Annex Advisory Services
Wisconsin
$696K +$631 +4 +0.1%
PB
470
Pinnacle Bancorp
Nebraska
$690K – – –
BB
471
Busey Bank
Illinois
$689K – – –
CTC
472
Central Trust Company
Missouri
$688K -$947 -6 -0.1%
MPPHD
473
Maloon Powers Pitre Higgins & Dennehy
California
$686K +$658K +4,170 New
ETC
474
Exchange Traded Concepts
Oklahoma
$684K +$656K +4,156 New
OPAM
475
Ocean Park Asset Management
California
$684K +$656K +4,156 New
17 18
19
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