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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
601
NBT Bank
New York
$285K – – –
AA
602
Aire Advisors
California
$285K +$632 +5 +0.2%
FM
603
Foster & Motley
Ohio
$284K -$10.1K -80 -4%
CIA
604
Cape Investment Advisory
Georgia
$284K +$253 +2 +0.1%
SCA
605
Snowden Capital Advisors
New York
$281K +$44.4K +351 +20%
MWM
606
Mission Wealth Management
California
$280K +$126 +1 +0%
ATC
607
Argent Trust Co
Tennessee
$278K +$41.7K +330 +19%
PFM
608
Peak Financial Management
Massachusetts
$278K – – –
USB
609
Union Savings Bank
Connecticut
$278K -$4.04K -32 -2%
LFS
610
Legacy Financial Strategies
Kansas
$274K – – –
SW
611
SkyOak Wealth
Michigan
$273K – – –
BOSSRA
612
B.O.S.S. Retirement Advisors
Utah
$273K +$261K +2,066 New
TF
613
Theory Financial
Colorado
$273K – – –
RA
614
Ruggaard & Associates
Ohio
$272K – – –
FTWA
615
Fifth Third Wealth Advisors
Ohio
$271K -$5.05K -40 -2%
RWMH
616
Riverpoint Wealth Management Holdings
Illinois
$269K – – –
CAG
617
Crestwood Advisors Group
Massachusetts
$268K +$35K +277 +16%
MCA
618
Maryland Capital Advisors
Maryland
$268K – – –
OC
619
Oarsman Capital
Wisconsin
$267K +$26.4K +209 +12%
DWT
620
Dorsey & Whitney Trust
South Dakota
$265K – – –
WP
621
WealthShield Partners
North Carolina
$265K -$51.2K -405 -17%
DAS
622
Dynamic Advisor Solutions
Arizona
$263K +$126 +1 +0.1%
1IA
623
1834 Investment Advisors
Wisconsin
$263K -$35.6K -282 -12%
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$263K – – –
FAM
625
Forte Asset Management
New York
$263K – – –
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