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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
551
Hobart Private Capital
North Carolina
– -$561K -8,751 Closed
PA
552
Paracle Advisors
Washington
– -$470K -7,338 Closed
WA
553
Wealth Alliance
New York
– -$465K -7,253 Closed
PCS
554
Personal CFO Solutions
New Jersey
– -$455K -7,103 Closed
OIA
555
OneDigital Investment Advisors
Kansas
– -$415K -6,472 Closed
BIA
556
Bigelow Investment Advisors
Maine
– -$386K -6,019 Closed
BP
557
BBR Partners
New York
– -$383K -5,981 Closed
APP
558
Avantax Planning Partners
Iowa
– -$375K -5,857 Closed
BP
559
Ballentine Partners
Massachusetts
– -$367K -5,729 Closed
BSW
560
Buckingham Strategic Wealth
Missouri
– -$323K -5,038 Closed
WANY
561
Wealthspire Advisors (New York)
New York
– -$295K -4,598 Closed
MPW
562
MA Private Wealth
California
– -$294K -4,588 Closed
WTB
563
Washington Trust Bank
Washington
– -$262K -4,093 Closed
RIS
564
Retirement Income Solutions
Michigan
– -$243K -3,799 Closed
LCM
565
Leisure Capital Management
California
– -$233K -3,635 Closed
MWM
566
McNaughton Wealth Management
California
– -$229K -3,567 Closed
NGA
567
Naples Global Advisors
Florida
– -$227K -3,548 Closed
BFPW
568
BOK Financial Private Wealth
Colorado
– -$224K -3,495 Closed
CAG
569
Crestwood Advisors Group
Massachusetts
– -$200K -3,125 Closed
WAP
570
Wealthcare Advisory Partners
Pennsylvania
– -$172K -2,677 Closed
OAM
571
Oppenheimer Asset Management
New York
– -$148K -2,314 Closed
AT
572
Arden Trust
Delaware
– -$137K -2,134 Closed
EWM
573
EPG Wealth Management
Georgia
– -$131K -2,050 Closed
KFI
574
Key Financial Inc
Pennsylvania
– -$104K -1,591 Closed
WP
575
WealthShield Partners
North Carolina
– -$62K -962 Closed
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