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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
501
Hanson & Doremus Investment Management
Vermont
$14K – – –
JSC
502
Jackson Square Capital
California
$14K +$13.5K +186 New
BWM
503
Baystate Wealth Management
Massachusetts
$12K -$10.8K -148 -49%
CAL
504
Capital Advisors Ltd
Ohio
$12K -$10.3K -142 -47%
PMFA
505
Plante Moran Financial Advisors
Michigan
$12K – – –
LWM
506
Liberty Wealth Management
California
$12K +$73 +1 +0.7%
BSAM
507
Blue Square Asset Management
New York
$12K +$11K +151 New
HPC
508
HM Payson & Co
Maine
$11K – – –
TWA
509
TCI Wealth Advisors
Arizona
$11K +$146 +2 +1%
EWM
510
Endurance Wealth Management
Rhode Island
$10K -$801 -11 -8%
HS
511
Horan Securities
United States
$10K – – –
POIA
512
Pin Oak Investment Advisors
Texas
$10K – – –
FFC
513
First Financial Corp
Indiana
$9K – – –
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
MG
515
MilWealth Group
Wisconsin
$8.42K – – –
FRA
516
Front Row Advisors
California
$8K – – –
AW
517
Avion Wealth
Texas
$7K – – –
BWL
518
Bogart Wealth LLC
Virginia
$7K – – –
TC
519
Truvestments Capital
Florida
$7K – – –
MPCG
520
Matrix Private Capital Group
New York
$7K +$1.89K +26 +41%
BWA
521
BDO Wealth Advisors
Florida
$6K -$18.7K -257 -76%
SIC
522
Salem Investment Counselors
North Carolina
$6K -$14.8K -203 -73%
ADL
523
Asset Dedication LLC
California
$6K -$14.4K -198 -71%
JWBC
524
John W. Brooker & Co
California
$6K – – –
PP
525
PrairieView Partners
Minnesota
$6K – – –
19 20
21
22 23