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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
401
MYCIO Wealth Partners
Pennsylvania
$858K +$3.92K +28 +0.5%
BRWA
402
B. Riley Wealth Advisors
Florida
$855K +$30.2K +216 +4%
HIP
403
HUB Investment Partners
Texas
$851K +$134K +959 +19%
IWM
404
IHT Wealth Management
Illinois
$847K +$8.95K +64 +1%
BWM
405
BCS Wealth Management
Tennessee
$846K +$839K +6,000 New
TNB
406
Thomasville National Bank
Georgia
$845K – – –
EW
407
Evoke Wealth
California
$842K -$248K -1,772 -23%
RWP
408
Revolve Wealth Partners
New Jersey
$840K -$67.9K -486 -8%
WI
409
Wedgewood Investors
Pennsylvania
$825K -$202K -1,443 -20%
CGA
410
Crescent Grove Advisors
Illinois
$820K – – –
JE
411
Jacobs Equity
Utah
$819K +$812K +5,809 New
HWM
412
HB Wealth Management
Georgia
$806K +$21.7K +155 +3%
KP
413
Keel Point
Alabama
$805K +$3.22K +23 +0.4%
PWM
414
Parkshore Wealth Management
California
$802K +$3.35K +24 +0.4%
FCH
415
Freestone Capital Holdings
Washington
$801K +$11.7K +84 +2%
BMCM
416
Bryn Mawr Capital Management
Pennsylvania
$800K +$271K +1,937 +52%
SFPG
417
Stonebridge Financial Planning Group
Florida
$795K +$18.7K +134 +2%
PCH
418
PGIM Custom Harvest
New Jersey
$791K +$31K +222 +4%
TPA
419
Trivium Point Advisory
Connecticut
$791K -$63.8K -456 -8%
BA
420
Ballew Advisors
Mississippi
$788K -$3.92K -28 -0.5%
TPWA
421
Twin Peaks Wealth Advisors
California
$780K +$173K +1,241 +32%
RBC
422
Romano Brothers & Co
Illinois
$779K -$27.3K -195 -3%
GFP
423
Gryphon Financial Partners
Ohio
$766K +$33K +236 +5%
RMDI
424
R.M. Davis Inc
Maine
$763K -$5.59K -40 -0.7%
DIA
425
Dean Investment Associates
Ohio
$756K +$749K +5,359 New
15 16
17
18 19