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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
501
Focused Wealth Management
New York
$23K – – –
ACS
502
Archford Capital Strategies
Illinois
$22K – – –
CHP
503
Cable Hill Partners
Oregon
$22K – – –
IFAM
504
Institutional & Family Asset Management
Colorado
$22K – – –
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
AF
506
Allworth Financial
California
$22K +$13.2K +156 +168%
PK
507
Pflug Koory
Nebraska
$20K -$6.75K -80 -25%
VNA
508
Valley National Advisers
Pennsylvania
$19K -$40.7K -483 -69%
CIM
509
Cambria Investment Management
California
$19K +$84 +1 New
MG
510
MilWealth Group
Wisconsin
$17.4K – – –
RE
511
RBC Europe
United Kingdom
$17.1K – – –
RCG
512
Ruggie Capital Group
Florida
$17K – – –
SWP
513
Strategic Wealth Partners
Ohio
$17K – – –
AIA
514
Alera Investment Advisors
Illinois
$16K -$12.1K -143 -44%
HDIM
515
Hanson & Doremus Investment Management
Vermont
$16K -$7.34K -87 -32%
FRA
516
Front Row Advisors
California
$16K – – –
PMFA
517
Plante Moran Financial Advisors
Michigan
$14K -$3.29K -39 -19%
SFG
518
SevenBridge Financial Group
Pennsylvania
$13K – – –
LPWM
519
Lake Point Wealth Management
Texas
$12K -$36.6K -434 -77%
EWM
520
Endurance Wealth Management
Rhode Island
$12K – – –
EWM
521
Executive Wealth Management
Michigan
$12K – – –
LWM
522
Liberty Wealth Management
California
$12K +$84 +1 +0.7%
CRM
523
Cramer Rosenthal McGlynn
Connecticut
$11K -$433K -5,135 -98%
FFW
524
Fusion Family Wealth
New York
$11K – – –
POIA
525
Pin Oak Investment Advisors
Texas
$11K – – –
19 20
21
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