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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
Liberty Wealth Management
California
$12K +$84 +1 +0.7%
CRM
527
Cramer Rosenthal McGlynn
Connecticut
$11K -$433K -5,135 -98%
FFW
528
Fusion Family Wealth
New York
$11K – – –
POIA
529
Pin Oak Investment Advisors
Texas
$11K – – –
SIS
530
Sound Income Strategies
Florida
$11K – – –
HS
531
Horan Securities
United States
$11K +$10.5K +125 New
AA
532
AlphaMark Advisors
Kentucky
$10K – – –
BCI
533
Brinker Capital Investments
Pennsylvania
$10K – – –
FFC
534
First Financial Corp
Indiana
$10K – – –
TWA
535
TCI Wealth Advisors
Arizona
$10K – – –
IRC
536
Investors Research Corp
Georgia
$10K +$9.78K +116 New
BWL
537
Bogart Wealth LLC
Virginia
$9K -$7.42K -88 -44%
CAL
538
Capital Advisors Ltd
Ohio
$9K – – –
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
WCG
540
Weaver Consulting Group
California
$9K +$8.86K +105 New
AIS
541
Accurate Investment Solutions
Pennsylvania
$8K +$7.84K +93 New
HFM
542
Hartford Financial Management
Connecticut
$7K – – –
YWP
543
YorkBridge Wealth Partners
New York
$7K – – –
ADL
544
Asset Dedication LLC
California
$7K +$6.66K +79 New
RFA
545
Reilly Financial Advisors
California
$6K +$5.48K +65 New
TRCT
546
Tower Research Capital (TRC)
New York
$5K -$839K -9,943 -99%
BWA
547
BDO Wealth Advisors
Florida
$5K – – –
IP
548
Intellectus Partners
California
$5K +$4.81K +57 New
LC
549
Lindbrook Capital
California
$4K – – –
MWM
550
Mascoma Wealth Management
New Hampshire
$4K – – –
20 21
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