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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
601
Altus Wealth Group
Colorado
$19K – – –
AW
602
Avion Wealth
Texas
$18K +$7.71K +74 +80%
FPW
603
Flagship Private Wealth
Massachusetts
$17.5K – – –
BWM
604
Baystate Wealth Management
Massachusetts
$17K +$104 +1 +0.7%
HPC
605
HM Payson & Co
Maine
$16K – – –
TWA
606
TCI Wealth Advisors
Arizona
$16K – – –
MFT
607
Moisand Fitzgerald Tamayo
Florida
$15K -$2.4K -23 -15%
LWM
608
Liberty Wealth Management
California
$15K – – –
EWM
609
Endurance Wealth Management
Rhode Island
$14K – – –
HS
610
Horan Securities
United States
$14K – – –
POIA
611
Pin Oak Investment Advisors
Texas
$14K – – –
PMFA
612
Plante Moran Financial Advisors
Michigan
$14K – – –
RWB
613
RMR Wealth Builders
New Jersey
$14K – – –
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$1.25K +12 +11%
BMD
615
Better Money Decisions
New Mexico
$14K +$13K +125 New
LDFR
616
Lehman & Derafelo Financial Resources
Pennsylvania
$13K -$6.14K -59 -34%
ADL
617
Asset Dedication LLC
California
$13K – – –
MPCG
618
Matrix Private Capital Group
New York
$13K +$3.13K +30 +33%
CFFP
619
Center for Financial Planning
Michigan
$13K +$12.1K +116 New
SFMG
620
Sage Financial Management Group
Virginia
$13K +$12.2K +117 New
WCM
621
Wealthcare Capital Management
Virginia
$13K +$12.2K +117 New
MG
622
MilWealth Group
Wisconsin
$12K – – –
FRA
623
Front Row Advisors
California
$12K – – –
EP
624
Eudaimonia Partners
Tennessee
$12K +$11.6K +111 New
GI
625
Gradient Investments
Minnesota
$11K – – –
23 24
25
26 27