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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
476
Capital Advisors Ltd
Ohio
$19K – – –
CAGAS
477
Capital Advisory Group Advisory Services
Minnesota
$19K – – –
BWM
478
Baystate Wealth Management
Massachusetts
$19K +$257 +3 +1%
CA
479
Clearstead Advisors
Ohio
$19K +$24.7K +289 New
EIP
480
Ellis Investment Partners
Pennsylvania
$18K – – –
SIC
481
Salem Investment Counselors
North Carolina
$18K – – –
FWM
482
Focused Wealth Management
New York
$18K +$1.63K +19 +7%
SFPG
483
Stonebridge Financial Planning Group
Florida
$18K +$4.11K +48 +22%
DWM
484
Darwin Wealth Management
Florida
$18K +$24.5K +287 New
LDFR
485
Lehman & Derafelo Financial Resources
Pennsylvania
$17K -$941 -11 -4%
ADL
486
Asset Dedication LLC
California
$17K – – –
BCM
487
Bourgeon Capital Management
Connecticut
$17K – – –
RFA
488
Reilly Financial Advisors
California
$17K – – –
IRC
489
Investors Research Corp
Georgia
$17K +$12.2K +143 +123%
IFAM
490
Institutional & Family Asset Management
Colorado
$16K -$11.3K -132 -35%
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
WCG
492
Weaver Consulting Group
California
$16K +$12.2K +143 +136%
AC
493
AlphaCore Capital
California
$15K – – –
PK
494
Pflug Koory
Nebraska
$15K – – –
BAM
495
Bellevue Asset Management
Washington
$14K – – –
JPLA
496
Joseph P. Lucia & Associates
New York
$14K – – –
VNA
497
Valley National Advisers
Pennsylvania
$14K – – –
RCG
498
Ruggie Capital Group
Florida
$13K – – –
RE
499
RBC Europe
United Kingdom
$12.6K – – –
HDIM
500
Hanson & Doremus Investment Management
Vermont
$12K – – –
18 19
20
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