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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
501
Jackson Square Capital
California
$14K +$13.5K +186 New
BWM
502
Baystate Wealth Management
Massachusetts
$12K -$10.8K -148 -49%
CAL
503
Capital Advisors Ltd
Ohio
$12K -$10.3K -142 -47%
PMFA
504
Plante Moran Financial Advisors
Michigan
$12K – – –
LWM
505
Liberty Wealth Management
California
$12K +$73 +1 +0.7%
BSAM
506
Blue Square Asset Management
New York
$12K +$11K +151 New
HPC
507
HM Payson & Co
Maine
$11K – – –
TWA
508
TCI Wealth Advisors
Arizona
$11K +$146 +2 +1%
EWM
509
Endurance Wealth Management
Rhode Island
$10K -$801 -11 -8%
HS
510
Horan Securities
United States
$10K – – –
POIA
511
Pin Oak Investment Advisors
Texas
$10K – – –
FFC
512
First Financial Corp
Indiana
$9K – – –
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
MG
514
MilWealth Group
Wisconsin
$8.42K – – –
FRA
515
Front Row Advisors
California
$8K – – –
AW
516
Avion Wealth
Texas
$7K – – –
BWL
517
Bogart Wealth LLC
Virginia
$7K – – –
TC
518
Truvestments Capital
Florida
$7K – – –
MPCG
519
Matrix Private Capital Group
New York
$7K +$1.89K +26 +41%
BWA
520
BDO Wealth Advisors
Florida
$6K -$18.7K -257 -76%
SIC
521
Salem Investment Counselors
North Carolina
$6K -$14.8K -203 -73%
ADL
522
Asset Dedication LLC
California
$6K -$14.4K -198 -71%
JWBC
523
John W. Brooker & Co
California
$6K – – –
PP
524
PrairieView Partners
Minnesota
$6K – – –
AF
525
Affiance Financial
Minnesota
$5K – – –
19 20
21
22 23