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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
526
LJI Wealth Management
Indiana
$431K -$25K -183 -6%
TC
527
Trilogy Capital
California
$431K +$410 +3 +0.1%
TWM
528
Topsail Wealth Management
North Carolina
$431K – – –
AWA
529
American Wealth Advisors
Georgia
$428K +$418K +3,061 New
LWM
530
LongView Wealth Management
Georgia
$423K +$413K +3,025 New
GWP
531
Gateway Wealth Partners
Wisconsin
$422K +$3.42K +25 +0.8%
FB
532
First Bancorp
Maine
$419K – – –
PAI
533
Pittenger & Anderson Inc
Nebraska
$419K – – –
FWM
534
FLP Wealth Management
Arkansas
$416K +$50.7K +371 +14%
AP
535
Appleton Partners
Massachusetts
$415K +$71.6K +524 +21%
CWM
536
Cranbrook Wealth Management
Michigan
$415K -$5.06K -37 -1%
RCM
537
Richardson Capital Management
Wisconsin
$414K – – –
MCWS
538
McKinley Carter Wealth Services
West Virginia
$414K -$8.75K -64 -2%
FCM
539
Firestone Capital Management
Florida
$413K – – –
FFO
540
Fortitude Family Office
Arizona
$413K +$405K +2,960 New
LAS
541
Lloyd Advisory Services
Georgia
$413K -$14.5K -106 -3%
NEWAS
542
N.E.W. Advisory Services
Wisconsin
$413K -$9.16K -67 -2%
BCG
543
Breakwater Capital Group
New Jersey
$412K +$6.15K +45 +2%
PCS
544
Private Client Services
Kentucky
$410K -$10.3K -75 -2%
PIFP
545
Partners in Financial Planning
Virginia
$407K +$137 +1 +0%
DI
546
DAGCO Inc
Ohio
$400K – – –
NL
547
NWAM LLC
Washington
$398K -$7.11K -52 -2%
FB
548
Fulton Bank
Pennsylvania
$397K – – –
SW
549
SMART Wealth
Nebraska
$395K +$64.2K +470 +20%
DTC
550
Davidson Trust Company
Washington
$392K – – –
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