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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
Liberty Wealth Management
California
$11K +$12.4K +148 New
W
502
WealthOne
New York
$11K +$12.5K +150 New
EWM
503
Endurance Wealth Management
Rhode Island
$10K – – –
POIA
504
Pin Oak Investment Advisors
Texas
$10K – – –
SIS
505
Sound Income Strategies
Florida
$10K – – –
GI
506
Gradient Investments
Minnesota
$10K +$5.27K +63 +86%
FFW
507
Fusion Family Wealth
New York
$10K +$10.8K +129 New
FFC
508
First Financial Corp
Indiana
$9K -$69.2K -827 -87%
BCI
509
Brinker Capital Investments
Pennsylvania
$9K -$38.1K -456 -80%
TWA
510
TCI Wealth Advisors
Arizona
$9K -$9.96K -119 -50%
AA
511
AlphaMark Advisors
Kentucky
$9K – – –
TCM
512
Tradewinds Capital Management
Washington
$9K – – –
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$5.02K -60 -35%
CAL
514
Capital Advisors Ltd
Ohio
$8K – – –
AF
515
Allworth Financial
California
$7K – – –
LFG
516
Larson Financial Group
Missouri
$7K +$8.2K +98 New
HFM
517
Hartford Financial Management
Connecticut
$6K – – –
YWP
518
YorkBridge Wealth Partners
New York
$6K +$3.35K +40 +100%
GT
519
Glenmede Trust
Pennsylvania
$5.1K +$121K +1,448 +2%
KCM
520
Karp Capital Management
California
$5K +$5.02K +60 New
BWA
521
BDO Wealth Advisors
Florida
$4K -$167K -2,000 -97%
MWM
522
Mascoma Wealth Management
New Hampshire
$4K – – –
LWA
523
Lowe Wealth Advisors
Maryland
$4K +$4.02K +48 New
PCA
524
Providence Capital Advisors
North Carolina
$4K +$4.02K +48 New
LC
525
Lindbrook Capital
California
$4K +$4.68K +56 New
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