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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
551
TI-Trust
Illinois
$29K +$28K +306 New
BBPWM
552
Blue Bell Private Wealth Management
Pennsylvania
$28K – – –
CAGAS
553
Capital Advisory Group Advisory Services
Minnesota
$28K – – –
BWM
554
Baystate Wealth Management
Massachusetts
$28K +$1.37K +15 +5%
LFA
555
Lighthouse Financial Advisors
Maryland
$28K +$27.5K +301 New
LDFR
556
Lehman & Derafelo Financial Resources
Pennsylvania
$26K – – –
SIC
557
Salem Investment Counselors
North Carolina
$26K – – –
ADL
558
Asset Dedication LLC
California
$26K +$6.03K +66 +31%
RFA
559
Reilly Financial Advisors
California
$26K +$18.9K +207 +318%
DC
560
DeDora Capital
California
$26K +$25K +274 New
CFFP
561
Center for Financial Planning
Michigan
$26K +$25.1K +275 New
BCM
562
Bourgeon Capital Management
Connecticut
$25K – – –
FWM
563
Focused Wealth Management
New York
$25K – – –
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
PK
565
Pflug Koory
Nebraska
$22K – – –
RWA
566
Ropes Wealth Advisors
Massachusetts
$22K – – –
AC
567
AlphaCore Capital
California
$22K +$21.6K +237 New
SFS
568
Sowell Financial Services
Arkansas
$21K -$914 -10 -4%
JPLA
569
Joseph P. Lucia & Associates
New York
$21K – – –
SFPG
570
Stonebridge Financial Planning Group
Florida
$21K +$20.1K +220 New
VNA
571
Valley National Advisers
Pennsylvania
$20K – – –
BAM
572
Bellevue Asset Management
Washington
$19K +$18.3K +200 New
RCG
573
Ruggie Capital Group
Florida
$19K +$18.3K +200 New
RE
574
RBC Europe
United Kingdom
$18.7K – – –
HDIM
575
Hanson & Doremus Investment Management
Vermont
$18K – – –
21 22
23
24 25