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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
626
Selective Wealth Management
Virginia
$11K – – –
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$11K +$10.6K +102 New
HFS
628
Horizon Financial Services
North Carolina
$11K +$10.9K +105 New
IFAM
629
Institutional & Family Asset Management
Colorado
$10K -$16K -154 -62%
FP
630
Fiduciary Planning
Florida
$10K – – –
AWM
631
Activest Wealth Management
Florida
$10K +$9.37K +90 New
DA
632
DCM Advisors
New York
$10K +$9.37K +90 New
SIC
633
Salem Investment Counselors
North Carolina
$8K -$7.81K -75 -50%
JWBC
634
John W. Brooker & Co
California
$8K – – –
AWM
635
Accel Wealth Management
Iowa
$7K +$6.25K +60 +857%
WC
636
Westwind Capital
New Mexico
$7K +$6.25K +60 New
MCC
637
Money Concepts Capital
Florida
$6K -$7.19K -69 -55%
AC
638
AlphaCore Capital
California
$6K – – –
CAM
639
Costello Asset Management
Pennsylvania
$6K – – –
DWMG
640
DB Wealth Management Group
California
$6K – – –
GAM
641
Gemmer Asset Management
California
$6K – – –
TVWM
642
Tower View Wealth Management
Wisconsin
$6K +$5.94K +57 New
HCA
643
Heck Capital Advisors
Wisconsin
$5.25K +$5K +48 New
CWC
644
Carolinas Wealth Consulting
North Carolina
$5K – – –
MWM
645
Mascoma Wealth Management
New Hampshire
$5K +$5.21K +50 New
CA
646
Clearstead Advisors
Ohio
$4K – – –
LC
647
Lindbrook Capital
California
$4K – – –
BAMG
648
Brand Asset Management Group
Missouri
$4K +$3.75K +36 New
APWA
649
Atlas Private Wealth Advisors
New Jersey
$3K – – –
NFSG
650
Newbridge Financial Services Group
Florida
$3K – – –
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26
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