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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
551
LifePro Asset Management
California
$216K -$4.7K -44 -2%
AFG
552
Allegheny Financial Group
Pennsylvania
$215K -$961 -9 -0.4%
NL
553
NWAM LLC
Washington
$212K -$6.94K -65 -3%
MAM
554
Marotta Asset Management
Virginia
$212K -$1.28K -12 -0.5%
GC
555
Grimes & Company
Massachusetts
$211K +$107 +1 +0%
SW
556
SkyOak Wealth
Michigan
$211K +$17.8K +167 +8%
KL
557
KilterHowling LLC
Colorado
$209K – – –
BOH
558
Bank of Hawaii
Hawaii
$209K -$58.2K -545 -20%
CL
559
CPWM LLC
Washington
$207K – – –
ATC
560
Argent Trust Co
Tennessee
$205K -$41.1K -385 -15%
BFA
561
Beacon Financial Advisory
Ohio
$203K +$1.18K +11 +0.5%
EWS
562
Evergreen Wealth Solutions
Pennsylvania
$202K -$494K -4,620 -69%
IA
563
Insight Advisors
Pennsylvania
$202K -$2.24K -21 -1%
CWM
564
Congress Wealth Management
Massachusetts
$201K – – –
LI
565
Leeward Investments
Massachusetts
$200K -$834K -7,808 -79%
EI
566
Ellevest Inc
New York
$198K -$41.6K -389 -16%
MCA
567
Maryland Capital Advisors
Maryland
$195K – – –
HI
568
Harbour Investments
Wisconsin
$194K – – –
AAP
569
Arax Advisory Partners
Colorado
$193K +$103K +966 +92%
SC
570
SouthState Corp
Florida
$185K – – –
GIA
571
GHP Investment Advisors
Colorado
$182K – – –
GWS
572
Glassman Wealth Services
Virginia
$174K – – –
CMP
573
Coston McIsaac & Partners
Maine
$171K – – –
FCB
574
First Command Bank
Texas
$165K -$13.5K -126 -7%
FCFS
575
First Command Financial Services
Texas
$165K -$13.5K -126 -7%
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