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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
551
NCM Capital Management
New Jersey
$510K – – –
TWM
552
Topsail Wealth Management
North Carolina
$508K – – –
RIS
553
Retirement Income Solutions
Michigan
$507K – – –
CT
554
Colonial Trust
South Carolina
$504K -$10.4K -66 -2%
NWM
555
Navigation Wealth Management
Colorado
$504K +$13.1K +83 +3%
HW
556
Hancock Whitney
Mississippi
$504K – – –
RIA
557
Regal Investment Advisors
Michigan
$502K +$109K +688 +29%
BCG
558
Breakwater Capital Group
New Jersey
$500K -$947 -6 -0.2%
IA
559
Invested Advisors
Pennsylvania
$499K -$18.8K -119 -4%
WIC
560
Woodmont Investment Counsel
Tennessee
$497K – – –
FCM
561
Firestone Capital Management
Florida
$495K – – –
FB
562
First Bancorp
Maine
$495K – – –
BWM
563
BCS Wealth Management
Tennessee
$494K – – –
PAI
564
Pittenger & Anderson Inc
Nebraska
$494K – – –
PA
565
Pinnacle Associates
New York
$491K – – –
FUBT
566
First United Bank & Trust
Maryland
$491K – – –
AOWM
567
Asset One Wealth Management
Washington
$490K – – –
RCM
568
Richardson Capital Management
Wisconsin
$488K – – –
AWA
569
American Wealth Advisors
Georgia
$487K -$2.52K -16 -0.5%
FFO
570
Fortitude Family Office
Arizona
$487K – – –
CIA
571
Capital Investment Advisors
Georgia
$487K +$158 +1 +0%
NEWAS
572
N.E.W. Advisory Services
Wisconsin
$486K – – –
AP
573
Appleton Partners
Massachusetts
$485K – – –
TI
574
Trexquant Investment
Connecticut
$485K +$465K +2,946 New
DTC
575
Davidson Trust Company
Washington
$481K +$17.4K +110 +4%
21 22
23
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