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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
201
MV Capital Management
Maryland
$491K -$5.59K -75 -1%
IPC
202
Independent Portfolio Consultants
Florida
$485K – – –
GWM
203
Greenwich Wealth Management
Connecticut
$481K – – –
SPC
204
Sigma Planning Corp
Michigan
$475K +$102K +1,363 +28%
FNBT
205
FineMark National Bank & Trust
Florida
$471K +$58K +778 +14%
EK
206
Evensky & Katz
Florida
$470K +$10.4K +139 +2%
RJT
207
Raymond James Trust
Florida
$463K – – –
BSWMG
208
Barrington Strategic Wealth Management Group
Illinois
$458K – – –
RCAG
209
Rehmann Capital Advisory Group
Michigan
$456K +$21.9K +294 +5%
EAMA
210
EFG Asset Management (Americas)
Florida
$438K -$1.78M -23,799 -80%
NG
211
NatWest Group
United Kingdom
$438K -$145K -1,943 -25%
TBA
212
Train Babcock Advisors
New York
$429K – – –
IB
213
Intrust Bank
Kansas
$428K – – –
PFG
214
Pacific Financial Group
Washington
$414K – – –
CAM
215
Cubic Asset Management
Massachusetts
$413K +$3.28K +44 +0.8%
CCM
216
Cohen Capital Management
California
$409K +$1.72K +23 +0.4%
WT
217
Washington Trust
Rhode Island
$406K +$70.9K +950 +21%
KIA
218
KCM Investment Advisors
California
$387K +$47.5K +637 +14%
CNBT
219
Canandaigua National Bank & Trust
New York
$386K – – –
AA
220
Alesco Advisors
New York
$384K – – –
BP
221
Ballentine Partners
Massachusetts
$377K – – –
TFA
222
Transamerica Financial Advisors
Florida
$369K +$366K +4,901 +490,100%
AW
223
ACG Wealth
Georgia
$361K -$5.07K -68 -1%
LW
224
Linscomb Wealth
Texas
$354K – – –
CBN
225
Cadence Bank NA
Texas
$352K – – –
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