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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
626
Ten Capital Wealth Advisors
Washington
$16K -$48.3K -417 -75%
TWA
627
TCI Wealth Advisors
Arizona
$16K -$579 -5 -3%
PCFFS
628
Pacific Center for Financial Services
California
$16K +$16.3K +141 New
MFT
629
Moisand Fitzgerald Tamayo
Florida
$15K – – –
OSAM
630
O'Shaughnessy Asset Management
Connecticut
$15K – – –
TF
631
TimeScale Financial
Massachusetts
$15K – – –
GEA
632
Glen Eagle Advisors
New Jersey
$14.3K – – –
MPCG
633
Matrix Private Capital Group
New York
$14K – – –
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
CFFP
635
Center for Financial Planning
Michigan
$13K – – –
MG
636
MilWealth Group
Wisconsin
$12.5K – – –
FRA
637
Front Row Advisors
California
$12K – – –
SWM
638
Selective Wealth Management
Virginia
$12K – – –
FMTCOCP
639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K -$11.6K -100 -50%
IFAM
640
Institutional & Family Asset Management
Colorado
$11K -$10.5K -91 -49%
AWM
641
Activest Wealth Management
Florida
$10K +$116 +1 +1%
AWM
642
Accel Wealth Management
Iowa
$8K – – –
HPC
643
HM Payson & Co
Maine
$8K – – –
JWBC
644
John W. Brooker & Co
California
$8K – – –
DWMG
645
DB Wealth Management Group
California
$7K – – –
IF
646
Ironwood Financial
Arizona
$7K – – –
GAM
647
Gemmer Asset Management
California
$6K – – –
TVWM
648
Tower View Wealth Management
Wisconsin
$6K – – –
MWM
649
Mascoma Wealth Management
New Hampshire
$6K +$5.79K +50 New
HA
650
Herold Advisors
New York
$6K +$6.71K +58 New
24 25
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