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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
651
Salem Investment Counselors
North Carolina
$9K – – –
AWM
652
Accel Wealth Management
Iowa
$8K – – –
CAM
653
Costello Asset Management
Pennsylvania
$7K – – –
DWMG
654
DB Wealth Management Group
California
$7K – – –
GAM
655
Gemmer Asset Management
California
$7K – – –
TVWM
656
Tower View Wealth Management
Wisconsin
$7K – – –
FMP
657
Financial Management Professionals
Texas
$7K +$6.76K +59 New
IF
658
Ironwood Financial
Arizona
$7K +$6.88K +60 New
LDFR
659
Lehman & Derafelo Financial Resources
Pennsylvania
$6K -$7.68K -67 -58%
CWC
660
Carolinas Wealth Consulting
North Carolina
$5K – – –
CA
661
Clearstead Advisors
Ohio
$4K – – –
GWSG
662
GPS Wealth Strategies Group
Colorado
$4K – – –
LC
663
Lindbrook Capital
California
$4K – – –
NFSG
664
Newbridge Financial Services Group
Florida
$4K – – –
APWA
665
Atlas Private Wealth Advisors
New Jersey
$3K – – –
AA
666
Addison Advisors
Vermont
$3K +$2.52K +22 New
M1FG
667
Mach-1 Financial Group
Arkansas
$2K – – –
SMA
668
Sage Mountain Advisors
Georgia
$2K – – –
BWA
669
BDO Wealth Advisors
Florida
$2K +$2.06K +18 New
HI
670
Hudock Inc
Pennsylvania
$2K +$2.75K +24 New
AIG
671
American International Group
New York
$1.55K -$1.16M -10,100 -43%
PGAM
672
Princeton Global Asset Management
New Jersey
$1K – – –
WQ
673
Wealth Quarterback
New Jersey
$1K +$115 +1 New
KJHP
674
K.J. Harrison & Partners
Ontario, Canada
$346 +$345K +3,007 New
BBHC
675
Brown Brothers Harriman & Co
New York
$117 -$143K -1,250 -55%
25 26
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