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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
576
Joseph P. Lucia & Associates
New York
$21K +$19.9K +221 New
SFS
577
Sowell Financial Services
Arkansas
$20K -$17.6K -195 -48%
BAM
578
Bellevue Asset Management
Washington
$20K – – –
EI
579
Ellevest Inc
New York
$20K +$90 +1 +0.5%
RE
580
RBC Europe
United Kingdom
$19.1K – – –
RFA
581
Reilly Financial Advisors
California
$18K – – –
FF
582
FourThought Financial
Florida
$18K +$17.3K +192 New
LDFR
583
Lehman & Derafelo Financial Resources
Pennsylvania
$17K – – –
AWG
584
Altus Wealth Group
Colorado
$16K +$15K +166 New
FPW
585
Flagship Private Wealth
Massachusetts
$15.2K +$14.1K +156 New
BWM
586
Baystate Wealth Management
Massachusetts
$15K – – –
HPC
587
HM Payson & Co
Maine
$15K – – –
LWM
588
Liberty Wealth Management
California
$15K – – –
MFT
589
Moisand Fitzgerald Tamayo
Florida
$15K – – –
SIC
590
Salem Investment Counselors
North Carolina
$15K +$6.76K +75 +100%
TWA
591
TCI Wealth Advisors
Arizona
$14K +$90 +1 +0.7%
ADL
592
Asset Dedication LLC
California
$12K -$1.17K -13 -10%
EWM
593
Endurance Wealth Management
Rhode Island
$12K – – –
HS
594
Horan Securities
United States
$12K – – –
POIA
595
Pin Oak Investment Advisors
Texas
$12K – – –
PWPS
596
Pinnacle Wealth Planning Services
Ohio
$12K +$11K +122 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$12K +$11.3K +125 New
MCC
598
Money Concepts Capital
Florida
$12K +$11.4K +126 New
RWB
599
RMR Wealth Builders
New Jersey
$12K +$11.4K +126 New
CFD
600
Creative Financial Designs
Indiana
$12K +$11.5K +128 New
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