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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
476
Tradewinds Capital Management
Washington
$10K +$10.2K +115 New
CAL
477
Capital Advisors Ltd
Ohio
$9K – – –
FGC
478
Financial Gravity Companies
Texas
$9K +$3.37K +38 +60%
FGAM
479
Financial Gravity Asset Management
Texas
$9K +$8.96K +101 New
AF
480
Allworth Financial
California
$8K – – –
DBT
481
Dubuque Bank & Trust
Iowa
$8K – – –
BWL
482
Bogart Wealth LLC
Virginia
$7K – – –
TI
483
Truepoint Inc
Ohio
$6.78K -$549K -6,196 -91%
MPPLM
484
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K – – –
IP
485
Intellectus Partners
California
$5K – – –
SBL
486
Sargent Bickham Lagudis
Colorado
$5K – – –
VCM
487
Virtue Capital Management
Tennessee
$4K -$2.22K -25 -36%
CFD
488
Creative Financial Designs
Indiana
$4K – – –
DPA
489
Delphi Private Advisors
California
$4K – – –
MWM
490
Mascoma Wealth Management
New Hampshire
$4K – – –
AA
491
AlphaMark Advisors
Kentucky
$3K – – –
YWP
492
YorkBridge Wealth Partners
New York
$3K – – –
AWM
493
Avior Wealth Management
Nebraska
$3K +$3.37K +38 New
GEA
494
Glen Eagle Advisors
New Jersey
$1.73K +$1.77K +20 New
RFM
495
Royal Fund Management
Florida
$1K -$15.3K -172 -93%
AAP
496
Arax Advisory Partners
Colorado
$1K – – –
BRC
497
Bell Rock Capital
Delaware
$1K – – –
TFA
498
Transamerica Financial Advisors
Florida
$1K – – –
WB
499
Webster Bank
Connecticut
$1K – – –
PWM
500
Perigon Wealth Management
California
$1K +$887 +10 New
18 19
20
21 22