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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
626
Ironwood Investment Counsel
Arizona
$211K +$210K +2,005 New
FFBTD
627
First Financial Bank - Trust Division
Ohio
$211K +$210K +2,000 New
BO
628
Bank OZK
Arkansas
$211K +$210K +2,000 New
SIC
629
Sigma Investment Counselors
Michigan
$211K +$210K +1,998 New
WAP
630
Wealthcare Advisory Partners
Pennsylvania
$209K +$208K +1,983 New
GWM
631
GSB Wealth Management
Connecticut
$209K +$208K +1,980 New
SC
632
SouthState Corp
Florida
$203K – – –
VNB
633
Virginia National Bank
Virginia
$202K -$48.2K -460 -19%
SIS
634
Sound Income Strategies
Florida
$201K -$87K -830 -30%
CCMG
635
Clark Capital Management Group
Pennsylvania
$201K +$200K +1,904 New
GIA
636
GHP Investment Advisors
Colorado
$201K +$1.36K +13 +0.7%
FPCG
637
Fort Pitt Capital Group
Pennsylvania
$200K +$199K +1,899 New
PIA
638
Pinion Investment Advisors
Kansas
$200K -$51.9K -495 -21%
RDFA
639
Ritter Daniher Financial Advisory
Ohio
$194K -$185K -1,768 -49%
GWS
640
Glassman Wealth Services
Virginia
$189K -$1.68K -16 -0.9%
CMP
641
Coston McIsaac & Partners
Maine
$187K – – –
GI
642
Gradient Investments
Minnesota
$182K +$136K +1,299 +301%
FCB
643
First Command Bank
Texas
$181K – – –
FCFS
644
First Command Financial Services
Texas
$181K – – –
SC
645
Steph & Co
Wisconsin
$181K – – –
BBHC
646
Brown Brothers Harriman & Co
New York
$178K – – –
HFS
647
HBC Financial Services
Washington
$173K – – –
PIMG
648
Patriot Investment Management Group
Tennessee
$171K +$158K +1,511 New
MA
649
Montag & Associates
Georgia
$169K +$13.8K +132 +9%
CT
650
Cambridge Trust
Massachusetts
$169K – – –
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26
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