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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
551
Breakwater Capital Group
New Jersey
$247K +$273K +2,481 New
DI
552
DAGCO Inc
Ohio
$245K -$288K -2,612 -76%
FWI
553
Facet Wealth Inc
Maryland
$242K +$110 +1 +0%
TW
554
TrinityPoint Wealth
Connecticut
$240K +$253K +2,296 New
ICG
555
InterOcean Capital Group
Tennessee
$238K +$251K +2,279 New
MBT
556
Montecito Bank & Trust
California
$237K – – –
1IA
557
1834 Investment Advisors
Wisconsin
$237K – – –
TFGT
558
TS Financial Group (TSFG)
Illinois
$236K – – –
AFC
559
AFT Forsyth & Company
Florida
$234K – – –
RSWM
560
Robertson Stephens Wealth Management
California
$232K -$55.1K -500 -18%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$232K -$63.4K -575 -21%
MFG
562
Merit Financial Group
Georgia
$231K -$39.4K -358 -14%
KL
563
KilterHowling LLC
Colorado
$231K – – –
LWCFA
564
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K – – –
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$230K -$150K -1,364 -38%
MWM
566
Maripau Wealth Management
Indiana
$230K -$47.1K -427 -16%
LFAS
567
Level Four Advisory Services
Texas
$227K -$60.4K -548 -20%
USB
568
Union Savings Bank
Connecticut
$225K – – –
RFN
569
RDA Financial Network
Iowa
$224K – – –
CAG
570
Crestwood Advisors Group
Massachusetts
$222K +$13.7K +124 +6%
PPP
571
Private Portfolio Partners
New Jersey
$222K -$9.92K -90 -4%
DWA
572
Dougherty Wealth Advisers
Minnesota
$219K -$109K -986 -32%
PFM
573
Peak Financial Management
Massachusetts
$219K – – –
EIA
574
Edgemoor Investment Advisors
Maryland
$218K – – –
MWM
575
Mission Wealth Management
California
$218K -$98.5K -894 -30%
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