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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
451
Smith & Howard Wealth Management
Georgia
$760K – – –
BSTWA
452
Blake Schutter Theil Wealth Advisors
Ohio
$760K – – –
MTIC
453
Missouri Trust & Investment Company
Missouri
$746K -$39.4K -250 -5%
AUB
454
Atlantic Union Bankshares
Virginia
$746K – – –
AF
455
Advisornet Financial
Minnesota
$738K -$49.9K -316 -7%
PIA
456
Perennial Investment Advisors
California
$729K -$2.05K -13 -0.3%
RSWM
457
Robertson Stephens Wealth Management
California
$727K +$1.1K +7 +0.2%
IAS
458
Insigneo Advisory Services
Florida
$723K +$470K +2,981 +211%
BFA
459
Bragg Financial Advisors
North Carolina
$720K – – –
BW
460
BIP Wealth
Georgia
$720K +$691K +4,376 New
EFS
461
Essex Financial Services
Connecticut
$714K -$12.8K -81 -2%
LAS
462
Lloyd Advisory Services
Georgia
$712K -$14.9M -94,289 -96%
B
463
Bensler
Washington
$712K +$1.89K +12 +0.3%
CFG
464
Cornerstone Financial Group
Nebraska
$707K +$947 +6 +0.1%
RFO
465
RiverGlades Family Offices
Florida
$707K +$678K +4,294 New
GWA
466
Geometric Wealth Advisors
District of Columbia
$706K -$2.68K -17 -0.4%
NLA
467
Northern Lights Advisors
Washington
$701K +$27.8K +176 +4%
PC
468
Port Capital
Illinois
$701K +$1.42K +9 +0.2%
FWM
469
FLP Wealth Management
Arkansas
$697K +$52.7K +334 +9%
AAS
470
Annex Advisory Services
Wisconsin
$696K +$631 +4 +0.1%
PB
471
Pinnacle Bancorp
Nebraska
$690K – – –
BB
472
Busey Bank
Illinois
$689K – – –
CTC
473
Central Trust Company
Missouri
$688K -$947 -6 -0.1%
MPPHD
474
Maloon Powers Pitre Higgins & Dennehy
California
$686K +$658K +4,170 New
ETC
475
Exchange Traded Concepts
Oklahoma
$684K +$656K +4,156 New
17 18
19
20 21