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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
676
St. Denis J. Villere & Co
Louisiana
$287K – – –
MCA
677
Maryland Capital Advisors
Maryland
$286K – – –
HCM
678
Howard Capital Management
Georgia
$286K +$283K +2,027 New
A
679
Argentarii
Ohio
$285K -$43.1K -308 -13%
USB
680
Union Savings Bank
Connecticut
$281K +$278K +1,990 New
MWM
681
Moran Wealth Management
Florida
$279K -$23.5M -168,106 -99%
KFI
682
Key Financial Inc
Pennsylvania
$278K – – –
NAS
683
Nicolet Advisory Services
Wisconsin
$278K -$114K -817 -30%
PCA
684
Prosperity Capital Advisors
Ohio
$278K -$100K -717 -27%
CCC
685
Compass Capital Corp
Massachusetts
$278K -$27.8K -199 -10%
SW
686
SkyOak Wealth
Michigan
$278K -$5.31K -38 -2%
B
687
Bayban
Minnesota
$277K +$275K +1,966 New
FHB
688
First Hawaiian Bank
Hawaii
$277K – – –
EPM
689
Elm Partners Management
Pennsylvania
$275K – – –
DWA
690
Douglass Winthrop Advisors
New York
$274K -$72.1K -516 -21%
LFAS
691
Level Four Advisory Services
Texas
$274K +$4.61K +33 +2%
SFG
692
Snider Financial Group
Washington
$271K -$4.61K -33 -2%
MA
693
MONECO Advisors
Connecticut
$270K -$3.22K -23 -1%
PFM
694
Peak Financial Management
Massachusetts
$268K – – –
NA
695
Networth Advisors
Pennsylvania
$266K +$264K +1,887 New
VCA
696
Verdence Capital Advisors
Maryland
$266K +$140 +1 +0.1%
MC
697
Moors & Cabot
Massachusetts
$264K -$15.9K -114 -6%
IIL
698
Insight Inv LLC
California
$263K – – –
RWA
699
River Wealth Advisors
Pennsylvania
$262K – – –
FM
700
Foster & Motley
Ohio
$262K – – –
26 27
28
29 30