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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
501
Legacy Financial Advisors
Kentucky
$26K – – –
CMO
502
Covenant Multifamily Offices
Texas
$26K +$25.4K +301 New
DWM
503
Destination Wealth Management
California
$25K -$12.7K -151 -35%
WA
504
WP Advisors
California
$24.9K +$24.2K +287 New
FWM
505
Focused Wealth Management
New York
$23K – – –
ACS
506
Archford Capital Strategies
Illinois
$22K – – –
CHP
507
Cable Hill Partners
Oregon
$22K – – –
IFAM
508
Institutional & Family Asset Management
Colorado
$22K – – –
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
AF
510
Allworth Financial
California
$22K +$13.2K +156 +168%
PK
511
Pflug Koory
Nebraska
$20K -$6.75K -80 -25%
VNA
512
Valley National Advisers
Pennsylvania
$19K -$40.7K -483 -69%
CIM
513
Cambria Investment Management
California
$19K +$84 +1 New
MG
514
MilWealth Group
Wisconsin
$17.4K – – –
RE
515
RBC Europe
United Kingdom
$17.1K – – –
RCG
516
Ruggie Capital Group
Florida
$17K – – –
SWP
517
Strategic Wealth Partners
Ohio
$17K – – –
AIA
518
Alera Investment Advisors
Illinois
$16K -$12.1K -143 -44%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$16K -$7.34K -87 -32%
FRA
520
Front Row Advisors
California
$16K – – –
PMFA
521
Plante Moran Financial Advisors
Michigan
$14K -$3.29K -39 -19%
SFG
522
SevenBridge Financial Group
Pennsylvania
$13K – – –
LPWM
523
Lake Point Wealth Management
Texas
$12K -$36.6K -434 -77%
EWM
524
Endurance Wealth Management
Rhode Island
$12K – – –
EWM
525
Executive Wealth Management
Michigan
$12K – – –
19 20
21
22 23