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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
451
Valeo Financial Advisors
Indiana
$655K +$156K +1,113 +32%
MTIC
452
Missouri Trust & Investment Company
Missouri
$654K +$26K +186 +4%
FTWA
453
Fifth Third Wealth Advisors
Ohio
$652K +$211K +1,507 +48%
SHWM
454
Smith & Howard Wealth Management
Georgia
$651K – – –
BSTWA
455
Blake Schutter Theil Wealth Advisors
Ohio
$651K +$12K +86 +2%
RT
456
Rockland Trust
Massachusetts
$647K -$839 -6 -0.1%
RSWM
457
Robertson Stephens Wealth Management
California
$640K +$4.05K +29 +0.6%
CTC
458
Central Trust Company
Missouri
$634K +$4.47K +32 +0.7%
EFS
459
Essex Financial Services
Connecticut
$630K +$140 +1 +0%
PIA
460
Perennial Investment Advisors
California
$630K -$33.8K -242 -5%
PFM
461
Phillips Financial Management
Indiana
$627K -$7.41K -53 -1%
MFIM
462
Mesirow Financial Investment Management
Illinois
$620K -$171K -1,224 -22%
RTL
463
Red Tortoise LLC
Georgia
$612K – – –
PC
464
Port Capital
Illinois
$610K -$39.7K -284 -6%
BFA
465
Bragg Financial Advisors
North Carolina
$608K – – –
B
466
Bensler
Washington
$608K +$140 +1 +0%
WT
467
Washington Trust
Rhode Island
$605K -$4.33K -31 -0.7%
CFG
468
Cornerstone Financial Group
Nebraska
$604K +$1.12K +8 +0.2%
MCM
469
Manchester Capital Management
Vermont
$603K -$14.1K -101 -2%
PA
470
PFG Advisors
Arizona
$603K -$11.5K -82 -2%
E3F
471
Eight 31 Financial
Texas
$601K +$21.9K +157 +4%
GWA
472
Geometric Wealth Advisors
District of Columbia
$596K – – –
PB
473
Pinnacle Bancorp
Nebraska
$592K – – –
BB
474
Busey Bank
Illinois
$590K – – –
DRP
475
Decker Retirement Planning
Utah
$590K +$40.3K +288 +7%
17 18
19
20 21