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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
626
Institutional & Family Asset Management
Colorado
$22K +$10.4K +91 +95%
RFA
627
Reilly Financial Advisors
California
$21K – – –
AW
628
Avion Wealth
Texas
$19K – – –
RAM
629
Riggs Asset Management
Pennsylvania
$19K +$18.5K +161 New
FPW
630
Flagship Private Wealth
Massachusetts
$18.1K +$115 +1 +0.6%
TWA
631
TCI Wealth Advisors
Arizona
$17K – – –
POIA
632
Pin Oak Investment Advisors
Texas
$17K +$2.52K +22 +17%
MFT
633
Moisand Fitzgerald Tamayo
Florida
$15K – – –
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$15K +$3.55K +31 +30%
FFC
635
First Financial Corp
Indiana
$15K +$14.8K +129 New
TF
636
TimeScale Financial
Massachusetts
$15K +$14.9K +130 New
GEA
637
Glen Eagle Advisors
New Jersey
$14.5K +$14.4K +126 New
ADL
638
Asset Dedication LLC
California
$14K – – –
HS
639
Horan Securities
United States
$14K – – –
MPCG
640
Matrix Private Capital Group
New York
$14K – – –
PFGIA
641
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
PMFA
642
Plante Moran Financial Advisors
Michigan
$14K – – –
CFFP
643
Center for Financial Planning
Michigan
$13K – – –
MG
644
MilWealth Group
Wisconsin
$12.6K – – –
FRA
645
Front Row Advisors
California
$12K – – –
SWM
646
Selective Wealth Management
Virginia
$12K – – –
AWM
647
Activest Wealth Management
Florida
$10K – – –
DA
648
DCM Advisors
New York
$10K – – –
HPC
649
HM Payson & Co
Maine
$9K -$8.6K -75 -50%
JWBC
650
John W. Brooker & Co
California
$9K – – –
24 25
26
27 28