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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
651
Simon Quick Advisors
New Jersey
$66K +$235 +2 +0.4%
EIP
652
Ellis Investment Partners
Pennsylvania
$65K – – –
RWA
653
RGT Wealth Advisors
Texas
$65K – – –
CIAS
654
Capital Investment Advisory Services
North Carolina
$65K +$38.6K +328 +151%
ADL
655
Asset Dedication LLC
California
$63K – – –
KTC
656
Kistler-Tiffany Companies
Pennsylvania
$62K – – –
BWM
657
Baystate Wealth Management
Massachusetts
$61K -$73.9K -628 -55%
FCG
658
Financial Connections Group
California
$61K – – –
BBPWM
659
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
IIL
660
Insight Inv LLC
California
$60K – – –
WWMSC
661
Wagner Wealth Management (South Carolina)
South Carolina
$58K +$28.4K +241 +100%
BLC
662
Brown, Lisle/Cummings
Rhode Island
$56.8K – – –
SFC
663
SYM Financial Corp
Indiana
$56K +$471 +4 +0.9%
EW
664
Element Wealth
Mississippi
$55K – – –
RG
665
Retirement Group
California
$55K – – –
FFA
666
Founders Financial Alliance
North Carolina
$54K – – –
ME
667
McIlrath & Eck
Washington
$54K – – –
SCA
668
Stonebridge Capital Advisors
Minnesota
$54K – – –
MCC
669
Money Concepts Capital
Florida
$53K +$46.2K +392 +817%
CWM
670
Curi Wealth Management
North Carolina
$53K +$53.1K +451 New
SIAP
671
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K – – –
MA
672
Montag & Associates
Georgia
$52K +$4.12K +35 +9%
EWM
673
Endurance Wealth Management
Rhode Island
$50K -$33.9K -288 -41%
PAG
674
Paladin Advisory Group
Iowa
$50K +$49.8K +423 New
AIC
675
Archer Investment Corporation
Indiana
$49.5K – – –
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