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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
626
Front Row Advisors
California
$12K – – –
EP
627
Eudaimonia Partners
Tennessee
$12K +$11.6K +111 New
GI
628
Gradient Investments
Minnesota
$11K – – –
SWM
629
Selective Wealth Management
Virginia
$11K – – –
OSAM
630
O'Shaughnessy Asset Management
Connecticut
$11K +$10.6K +102 New
HFS
631
Horizon Financial Services
North Carolina
$11K +$10.9K +105 New
IFAM
632
Institutional & Family Asset Management
Colorado
$10K -$16K -154 -62%
FP
633
Fiduciary Planning
Florida
$10K – – –
AWM
634
Activest Wealth Management
Florida
$10K +$9.37K +90 New
DA
635
DCM Advisors
New York
$10K +$9.37K +90 New
SIC
636
Salem Investment Counselors
North Carolina
$8K -$7.81K -75 -50%
JWBC
637
John W. Brooker & Co
California
$8K – – –
AWM
638
Accel Wealth Management
Iowa
$7K +$6.25K +60 +857%
WC
639
Westwind Capital
New Mexico
$7K +$6.25K +60 New
MCC
640
Money Concepts Capital
Florida
$6K -$7.19K -69 -55%
AC
641
AlphaCore Capital
California
$6K – – –
CAM
642
Costello Asset Management
Pennsylvania
$6K – – –
DWMG
643
DB Wealth Management Group
California
$6K – – –
GAM
644
Gemmer Asset Management
California
$6K – – –
TVWM
645
Tower View Wealth Management
Wisconsin
$6K +$5.94K +57 New
HCA
646
Heck Capital Advisors
Wisconsin
$5.25K +$5K +48 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$5K – – –
MWM
648
Mascoma Wealth Management
New Hampshire
$5K +$5.21K +50 New
CA
649
Clearstead Advisors
Ohio
$4K – – –
LC
650
Lindbrook Capital
California
$4K – – –
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26
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