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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
451
Golden State Wealth Management
California
$31K +$41.9K +490 New
CBT
452
Capital Bank & Trust
California
$29K – – –
SFC
453
SYM Financial Corp
Indiana
$29K – – –
SFS
454
Sowell Financial Services
Arkansas
$29K +$19.9K +233 +106%
TL
455
TrueWealth LLC
Georgia
$28K – – –
EI
456
Ellevest Inc
New York
$27K -$3.16K -37 -8%
CIAS
457
CBIZ Investment Advisory Services
Ohio
$27K – – –
LGWM
458
Litman Gregory Wealth Management
California
$27K – – –
SIAP
459
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
RFWA
460
RPg Family Wealth Advisory
Massachusetts
$26.9K – – –
CFB
461
Cullen/Frost Bankers
Texas
$26K -$25.1K -293 -42%
NSB
462
Norway Savings Bank
Maine
$26K – – –
CFO
463
CVA Family Office
Colorado
$26K +$35.1K +411 New
PA
464
Procyon Advisors
Connecticut
$23K – – –
CFFP
465
Center for Financial Planning
Michigan
$23K +$7.7K +90 +33%
FANJ
466
Financial Architects (New Jersey)
New Jersey
$22K – – –
CCM
467
Covington Capital Management
California
$22K +$2.31K +27 +9%
BWA
468
BDO Wealth Advisors
Florida
$22K +$24.5K +287 +542%
ANBT
469
American National Bank & Trust
Texas
$21K – – –
BFO
470
Biltmore Family Office
North Carolina
$21K – – –
AF
471
Allworth Financial
California
$21K +$12.5K +146 +80%
CAN
472
Claraphi Advisory Network
United States
$21K +$28.1K +329 New
TFO
473
Tarbox Family Office
California
$21K +$28.1K +329 New
SNT
474
Security National Trust
West Virginia
$20K – – –
BBPWM
475
Blue Bell Private Wealth Management
Pennsylvania
$19K – – –
17 18
19
20 21