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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
576
Hanson & Doremus Investment Management
Vermont
$18K – – –
HWM
577
Howard Wealth Management
Connecticut
$18K +$17.4K +191 New
TI
578
tru Independence
Oregon
$18K +$25.2K +276 New
AF
579
Allworth Financial
California
$17K – – –
FRA
580
Front Row Advisors
California
$17K – – –
LWA
581
LWS Wealth Advisors
New Jersey
$16K +$15.2K +166 New
EWP
582
Engrave Wealth Partners
Texas
$15K +$14.6K +160 New
HPC
583
HM Payson & Co
Maine
$14K – – –
TF
584
TimeScale Financial
Massachusetts
$14K – – –
LWM
585
Liberty Wealth Management
California
$14K +$183 +2 +1%
NG
586
NWK Group
California
$14K +$13.8K +151 New
EWM
587
Endurance Wealth Management
Rhode Island
$13K +$91 +1 +0.7%
AIS
588
Accurate Investment Solutions
Pennsylvania
$13K +$12.5K +137 New
FFW
589
Fusion Family Wealth
New York
$12K – – –
POIA
590
Pin Oak Investment Advisors
Texas
$12K – – –
TWA
591
TCI Wealth Advisors
Arizona
$12K +$91 +1 +0.8%
LPWM
592
Lake Point Wealth Management
Texas
$12K +$11.5K +126 New
BCI
593
Brinker Capital Investments
Pennsylvania
$11K – – –
FFC
594
First Financial Corp
Indiana
$11K – – –
IRC
595
Investors Research Corp
Georgia
$11K – – –
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
MG
597
MilWealth Group
Wisconsin
$10.4K – – –
WCG
598
Weaver Consulting Group
California
$9K – – –
LWM
599
Lenox Wealth Management
Ohio
$9K +$8.31K +91 New
HFM
600
Hartford Financial Management
Connecticut
$8K – – –
22 23
24
25 26