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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
476
Security National Trust
West Virginia
$25K – – –
TFO
477
Tarbox Family Office
California
$25K – – –
CCM
478
Covington Capital Management
California
$24K -$1.97K -27 -8%
BFO
479
Biltmore Family Office
North Carolina
$24K -$873 -12 -4%
HI
480
Human Investing
Oregon
$24K +$20.2K +278 +662%
EIP
481
Ellis Investment Partners
Pennsylvania
$23K – – –
HR
482
Howe & Rusling
New York
$22K +$21.1K +290 New
SFPG
483
Stonebridge Financial Planning Group
Florida
$21K – – –
CA
484
Clearstead Advisors
Ohio
$20K -$2.4K -33 -11%
FWM
485
Focused Wealth Management
New York
$20K -$1.38K -19 -7%
BBPWM
486
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
BCM
487
Bourgeon Capital Management
Connecticut
$20K – – –
IRC
488
Investors Research Corp
Georgia
$20K – – –
LDFR
489
Lehman & Derafelo Financial Resources
Pennsylvania
$20K – – –
CL
490
Cabana LLC
Arkansas
$20K +$19K +261 New
IFAM
491
Institutional & Family Asset Management
Colorado
$19K – – –
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K – – –
WCG
493
Weaver Consulting Group
California
$19K – – –
JPLA
494
Joseph P. Lucia & Associates
New York
$17K – – –
VNA
495
Valley National Advisers
Pennsylvania
$16K – – –
RE
496
RBC Europe
United Kingdom
$15.1K – – –
SFS
497
Sowell Financial Services
Arkansas
$15K -$18.8K -258 -57%
BAM
498
Bellevue Asset Management
Washington
$15K – – –
RCG
499
Ruggie Capital Group
Florida
$15K – – –
RFA
500
Reilly Financial Advisors
California
$14K -$6.26K -86 -32%
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