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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
601
Trust Company of Vermont
Vermont
$104K – – –
S
602
SignatureFD
Georgia
$103K -$1.5K -14 -1%
TAM
603
Townsend Asset Management
North Carolina
$103K – – –
SWM
604
Sugarloaf Wealth Management
Georgia
$101K – – –
WB
605
Webster Bank
Connecticut
$97K – – –
ST
606
Smithfield Trust
Pennsylvania
$95K +$23.2K +217 +28%
BFPW
607
BOK Financial Private Wealth
Colorado
$94K -$22.9K -214 -18%
DSC
608
Duncker Streett & Co
Missouri
$92K – – –
ACA
609
Aptus Capital Advisors
Alabama
$85K +$50.7K +475 +117%
OHWP
610
Oak Harbor Wealth Partners
North Carolina
$80K +$641 +6 +0.7%
EWM
611
EPG Wealth Management
Georgia
$79K +$88.5K +828 New
MFA
612
McClarren Financial Advisors
Pennsylvania
$78K +$87K +814 New
BWM
613
Baystate Wealth Management
Massachusetts
$75K +$534 +5 +0.6%
IBOK
614
Independence Bank of Kentucky
Kentucky
$74K – – –
TC
615
Trust Company
Kansas
$73K – – –
DWMG
616
DB Wealth Management Group
California
$69K – – –
OC
617
Oakworth Capital
Alabama
$67K – – –
NSIM
618
North Star Investment Management
Illinois
$66K – – –
HCP
619
Hexagon Capital Partners
Arkansas
$65K +$71.9K +673 New
CPA
620
Cardiff Park Advisors
California
$61K – – –
NIC
621
Northwest Investment Counselors
Oregon
$60K +$66.2K +620 New
FF
622
FourThought Financial
Florida
$59K +$427 +4 +0.7%
OIA
623
Optimum Investment Advisors
Illinois
$57K – – –
PWM
624
Provident Wealth Management
Tennessee
$57K – – –
RWM
625
Raffa Wealth Management
District of Columbia
$54.9K – – –
23 24
25
26 27