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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Mascoma Wealth Management
New Hampshire
$6K +$5.79K +50 New
HA
652
Herold Advisors
New York
$6K +$6.71K +58 New
CWA
653
Clearview Wealth Advisors
Oregon
$5K -$109K -945 -95%
FFC
654
First Financial Corp
Indiana
$5K -$9.96K -86 -67%
CWC
655
Carolinas Wealth Consulting
North Carolina
$5K – – –
LDFR
656
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
CTB
657
Country Trust Bank
Illinois
$5K +$4.86K +42 New
CA
658
Clearstead Advisors
Ohio
$4K – – –
GWSG
659
GPS Wealth Strategies Group
Colorado
$4K – – –
NFSG
660
Newbridge Financial Services Group
Florida
$4K – – –
JWM
661
Janiczek Wealth Management
Colorado
$4K +$3.59K +31 New
BC
662
Barnett & Company
Tennessee
$4K +$4.51K +39 New
TAM
663
Tucker Asset Management
Colorado
$3.58K +$3.47K +30 New
APWA
664
Atlas Private Wealth Advisors
New Jersey
$3K +$579 +5 +20%
LF
665
Lee Financial
Texas
$3K +$3.36K +29 New
AA
666
Addison Advisors
Vermont
$2K – – –
BWA
667
BDO Wealth Advisors
Florida
$2K – – –
HI
668
Hudock Inc
Pennsylvania
$2K – – –
SMA
669
Sage Mountain Advisors
Georgia
$2K – – –
GKWIM
670
Gerber Kawasaki Wealth & Investment Management
California
$2K +$232 +2 New
PGAM
671
Princeton Global Asset Management
New Jersey
$1K – – –
WQ
672
Wealth Quarterback
New Jersey
$1K +$116 +1 +100%
BIA
673
Bell Investment Advisors
California
$1K +$695 +6 New
FCAS
674
First Command Advisory Services
Texas
$1K +$1.27K +11 New
AP
675
Advisors Preferred
Maryland
– -$56M -482,854 Closed
25 26
27
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