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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
601
BOK Financial Private Wealth
Colorado
$121K +$134K +1,195 New
CBT
602
CoreFirst Bank & Trust
Kansas
$117K – – –
PWMG
603
Prestige Wealth Management Group
New Jersey
$116K -$10.5K -94 -8%
VVP
604
Venture Visionary Partners
Ohio
$113K +$125K +1,114 New
S
605
SignatureFD
Georgia
$110K -$10.7K -96 -8%
TCOV
606
Trust Company of Vermont
Vermont
$110K +$121K +1,081 New
TAM
607
Townsend Asset Management
North Carolina
$109K +$447 +4 +0.4%
SWM
608
Sugarloaf Wealth Management
Georgia
$106K -$4.92K -44 -4%
AAP
609
Arax Advisory Partners
Colorado
$106K -$1.56K -14 -1%
WB
610
Webster Bank
Connecticut
$102K – – –
DSC
611
Duncker Streett & Co
Missouri
$98K – – –
PA
612
Parallel Advisors
California
$96K +$35.1K +314 +50%
CS
613
Credit Suisse
Switzerland
$91K +$100K +895 New
OHWP
614
Oak Harbor Wealth Partners
North Carolina
$84K +$335 +3 +0.4%
SWM
615
SeaCrest Wealth Management
New York
$84K +$92.8K +830 New
RE
616
RBC Europe
United Kingdom
$82K – – –
FFA
617
Founders Financial Alliance
North Carolina
$82K +$39.9K +357 +80%
FCG
618
Financial Connections Group
California
$81K +$31.9K +285 +55%
BWM
619
Baystate Wealth Management
Massachusetts
$79K +$29.9K +267 +52%
IBOK
620
Independence Bank of Kentucky
Kentucky
$78K – – –
TC
621
Trust Company
Kansas
$78K – – –
ST
622
Smithfield Trust
Pennsylvania
$77K -$29.6K -265 -26%
DWMG
623
DB Wealth Management Group
California
$73K – – –
OC
624
Oakworth Capital
Alabama
$71K – – –
NSIM
625
North Star Investment Management
Illinois
$70K – – –
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