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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
426
TrueWealth LLC
Georgia
$39K – – –
LGWM
427
Litman Gregory Wealth Management
California
$38K +$37.7K +416 New
RFWA
428
RPg Family Wealth Advisory
Massachusetts
$37.9K – – –
NSB
429
Norway Savings Bank
Maine
$36K – – –
RCG
430
Ruggie Capital Group
Florida
$35K – – –
WCM
431
Whitener Capital Management
North Carolina
$35K +$35.8K +395 New
AIM
432
Advantage Investment Management
Iowa
$34K – – –
THWM
433
Taylor Hoffman Wealth Management
Virginia
$34K – – –
GIP
434
Granite Investment Partners
California
$34K +$181 +2 +0.5%
WAM
435
Watermark Asset Management
California
$33K – – –
FGAM
436
Financial Gravity Asset Management
Texas
$33K +$26.1K +288 +240%
RWA
437
Ropes Wealth Advisors
Massachusetts
$32K -$9.05K -100 -22%
MWPCG
438
Measured Wealth Private Client Group
New Hampshire
$31K +$31.3K +346 New
OIA
439
OneDigital Investment Advisors
Kansas
$30K -$16.8K -186 -36%
LFG
440
LifePlan Financial Group
Ohio
$30K – – –
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$29.3K – – –
ANBT
442
American National Bank & Trust
Texas
$29K – – –
PK
443
Pflug Koory
Nebraska
$29K – – –
SNT
444
Security National Trust
West Virginia
$29K – – –
BBPWM
445
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CAGAS
446
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
FANJ
447
Financial Architects (New Jersey)
New Jersey
$27K – – –
JCM
448
Jacobi Capital Management
Pennsylvania
$27K – – –
LFA
449
Legacy Financial Advisors
Kentucky
$27K – – –
TPWA
450
TRUE Private Wealth Advisors
Oregon
$25.2K +$25.1K +277 New
16 17
18
19 20