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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
601
Red Door Wealth Management
Tennessee
$203K +$198K +1,661 New
IIC
602
Ironwood Investment Counsel
Arizona
$202K +$197K +1,653 New
AFAS
603
Acorn Financial Advisory Services
Virginia
$201K +$196K +1,639 New
AT
604
Arden Trust
Delaware
$201K +$196K +1,639 New
HFS
605
HBC Financial Services
Washington
$198K – – –
FCB
606
First Command Bank
Texas
$194K – – –
GM
607
GeoWealth Management
Illinois
$189K -$11.8K -99 -6%
GWS
608
Glassman Wealth Services
Virginia
$189K -$1.91K -16 -1%
COCM
609
Charter Oak Capital Management
New Hampshire
$187K +$239 +2 +0.1%
CFGS
610
Concourse Financial Group Securities
Alabama
$187K +$1.31K +11 +0.7%
GC
611
Garde Capital
Washington
$180K +$60.8K +509 +53%
S
612
SignatureFD
Georgia
$179K -$56.9K -477 -25%
BAM
613
Barrett Asset Management
New York
$168K – – –
CCM
614
Covington Capital Management
California
$164K – – –
AIM
615
Anchor Investment Management
South Carolina
$164K +$3.82K +32 +2%
KFI
616
Key Financial Inc
Pennsylvania
$157K -$22.6K -189 -13%
CT
617
Cambridge Trust
Massachusetts
$156K +$152K +1,272 New
SIC
618
Salem Investment Counselors
North Carolina
$154K -$5.37K -45 -3%
PWMG
619
Prestige Wealth Management Group
New Jersey
$151K -$3.58K -30 -2%
IAG
620
Investmark Advisory Group
Connecticut
$148K +$145K +1,216 New
FPS
621
Fieldpoint Private Securities
Connecticut
$143K – – –
CBT
622
CoreFirst Bank & Trust
Kansas
$141K – – –
OHWP
623
Oak Harbor Wealth Partners
North Carolina
$140K +$136K +1,141 New
BWM
624
Baystate Wealth Management
Massachusetts
$139K +$68K +570 +100%
HI
625
Harbour Investments
Wisconsin
$138K -$1.34M -11,251 -91%
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