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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
501
Executive Wealth Management
Michigan
$11K +$11.7K +140 New
LWM
502
Liberty Wealth Management
California
$11K +$12.4K +148 New
W
503
WealthOne
New York
$11K +$12.5K +150 New
EWM
504
Endurance Wealth Management
Rhode Island
$10K – – –
POIA
505
Pin Oak Investment Advisors
Texas
$10K – – –
SIS
506
Sound Income Strategies
Florida
$10K – – –
GI
507
Gradient Investments
Minnesota
$10K +$5.27K +63 +86%
FFW
508
Fusion Family Wealth
New York
$10K +$10.8K +129 New
FFC
509
First Financial Corp
Indiana
$9K -$69.2K -827 -87%
BCI
510
Brinker Capital Investments
Pennsylvania
$9K -$38.1K -456 -80%
TWA
511
TCI Wealth Advisors
Arizona
$9K -$9.96K -119 -50%
AA
512
AlphaMark Advisors
Kentucky
$9K – – –
TCM
513
Tradewinds Capital Management
Washington
$9K – – –
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$5.02K -60 -35%
CAL
515
Capital Advisors Ltd
Ohio
$8K – – –
AF
516
Allworth Financial
California
$7K – – –
LFG
517
Larson Financial Group
Missouri
$7K +$8.2K +98 New
HFM
518
Hartford Financial Management
Connecticut
$6K – – –
YWP
519
YorkBridge Wealth Partners
New York
$6K +$3.35K +40 +100%
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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