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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
601
Consolidated Planning Corp
Georgia
$31K +$32.2K +278 New
FWM
602
Focused Wealth Management
New York
$30K – – –
CAL
603
Capital Advisors Ltd
Ohio
$29K -$4.98K -43 -14%
BCM
604
Bourgeon Capital Management
Connecticut
$29K – – –
EW
605
Element Wealth
Mississippi
$29K – – –
IRC
606
Investors Research Corp
Georgia
$29K – – –
SNT
607
Security National Trust
West Virginia
$29K – – –
WWMSC
608
Wagner Wealth Management (South Carolina)
South Carolina
$29K – – –
ANBT
609
American National Bank & Trust
Texas
$28K -$9.38K -81 -25%
LWANC
610
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
NSIM
611
North Star Investment Management
Illinois
$28K – – –
LFG
612
Larson Financial Group
Missouri
$28K +$232 +2 +0.8%
PP
613
PrairieView Partners
Minnesota
$27K – – –
BMD
614
Better Money Decisions
New Mexico
$26K – – –
CIAS
615
Capital Investment Advisory Services
North Carolina
$25K – – –
JPLA
616
Joseph P. Lucia & Associates
New York
$25K – – –
LWM
617
Liberty Wealth Management
California
$25K +$116 +1 +0.5%
VNA
618
Valley National Advisers
Pennsylvania
$24K – – –
BAM
619
Bellevue Asset Management
Washington
$23K – – –
RE
620
RBC Europe
United Kingdom
$22.3K – – –
PMFA
621
Plante Moran Financial Advisors
Michigan
$22K +$8.45K +73 +58%
RFA
622
Reilly Financial Advisors
California
$21K – – –
GI
623
Gradient Investments
Minnesota
$20K -$2.55K -22 -11%
AWM
624
Avior Wealth Management
Nebraska
$20K +$21.3K +184 New
AW
625
Avion Wealth
Texas
$19K – – –
23 24
25
26 27