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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
451
SYM Financial Corp
Indiana
$35K – – –
KPW
452
Kore Private Wealth
New York
$35K +$38K +454 New
FGC
453
Financial Gravity Companies
Texas
$34K +$33.3K +398 New
BFEC
454
Benjamin F. Edwards & Company
Missouri
$33K – – –
DWM
455
Destination Wealth Management
California
$33K – – –
SIAP
456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
TL
457
TrueWealth LLC
Georgia
$33K – – –
RFWA
458
RPg Family Wealth Advisory
Massachusetts
$32.1K – – –
LGWM
459
Litman Gregory Wealth Management
California
$32K – – –
NSB
460
Norway Savings Bank
Maine
$31K – – –
AP
461
Atwood & Palmer
Missouri
$30K +$32.6K +390 New
AIM
462
Advantage Investment Management
Iowa
$29K – – –
THWM
463
Taylor Hoffman Wealth Management
Virginia
$29K – – –
WAM
464
Watermark Asset Management
California
$28K – – –
HI
465
Hudock Inc
Pennsylvania
$28K +$31.2K +373 New
RWA
466
Ropes Wealth Advisors
Massachusetts
$27K – – –
MWA
467
Meridian Wealth Advisors
Texas
$27K +$30.1K +360 New
EI
468
Ellevest Inc
New York
$26K +$28.4K +339 New
ANBT
469
American National Bank & Trust
Texas
$25K – – –
LFG
470
LifePlan Financial Group
Ohio
$25K – – –
SNT
471
Security National Trust
West Virginia
$25K – – –
AIA
472
Alera Investment Advisors
Illinois
$25K +$27.3K +326 New
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$24.8K – – –
PK
474
Pflug Koory
Nebraska
$24K – – –
LDFR
475
Lehman & Derafelo Financial Resources
Pennsylvania
$24K +$26.6K +318 New
17 18
19
20 21