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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
651
Elevation Wealth Partners
California
$96.2K – – –
OHWP
652
Oak Harbor Wealth Partners
North Carolina
$92.7K +$316 +3 +0.4%
EWM
653
EPG Wealth Management
Georgia
$91.8K +$211 +2 +0.2%
HPIA
654
Hamilton Point Investment Advisors
North Carolina
$89.4K – – –
WTA
655
Washington Trust Advisors
Massachusetts
$88.9K -$35.6K -338 -29%
NIC
656
Northwest Investment Counselors
Oregon
$88.1K – – –
BGIM
657
Brandywine Global Investment Management
Pennsylvania
$85.9K -$71.9K -683 -47%
IBOK
658
Independence Bank of Kentucky
Kentucky
$84.8K – – –
S
659
SignatureFD
Georgia
$84.7K – – –
BTI
660
Blue Trust Inc
Georgia
$81K +$843 +8 +1%
SFC
661
SYM Financial Corp
Indiana
$79.6K – – –
TC
662
Trust Company
Kansas
$78.8K -$4.95K -47 -6%
DWMG
663
DB Wealth Management Group
California
$78.6K – – –
AAG
664
Armstrong Advisory Group
Massachusetts
$78.3K – – –
MFA
665
McClarren Financial Advisors
Pennsylvania
$77K -$11.9K -113 -14%
CAS
666
Coppell Advisory Solutions
Texas
$76.9K -$1.63M -15,442 -96%
OC
667
Oakworth Capital
Alabama
$76.7K – – –
NSIM
668
North Star Investment Management
Illinois
$75.9K – – –
SC
669
Steph & Co
Wisconsin
$74.6K -$109K -1,036 -60%
ACA
670
Aptus Capital Advisors
Alabama
$72.9K +$2.95K +28 +4%
CPA
671
Cardiff Park Advisors
California
$71.3K -$1.58K -15 -2%
GI
672
Gradient Investments
Minnesota
$71.3K +$1.69K +16 +3%
CSWM
673
Cassady Schiller Wealth Management
Ohio
$70.1K – – –
BAAM
674
Baker Avenue Asset Management
California
$67.7K -$105 -1 -0.2%
RI
675
Ridgewood Investments
New Jersey
$67.2K – – –
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