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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
676
Smithfield Trust
Pennsylvania
$104K – – –
BFPW
677
BOK Financial Private Wealth
Colorado
$103K – – –
DSC
678
Duncker Streett & Co
Missouri
$101K – – –
FRA
679
Front Row Advisors
California
$101K +$89.6K +854 +783%
HPC
680
HM Payson & Co
Maine
$100K +$60.6K +578 +154%
FFA
681
Farther Finance Advisors
California
$95.3K +$94.9K +905 New
ACA
682
Aptus Capital Advisors
Alabama
$92.8K – – –
OHWP
683
Oak Harbor Wealth Partners
North Carolina
$88.2K +$420 +4 +0.5%
EWM
684
EPG Wealth Management
Georgia
$87.5K +$315 +3 +0.4%
MFA
685
McClarren Financial Advisors
Pennsylvania
$86K +$524 +5 +0.6%
NIC
686
Northwest Investment Counselors
Oregon
$84.5K +$19.1K +182 +29%
S
687
SignatureFD
Georgia
$81.2K -$31.3K -298 -28%
IBOK
688
Independence Bank of Kentucky
Kentucky
$81K – – –
TC
689
Trust Company
Kansas
$80K – – –
SFC
690
SYM Financial Corp
Indiana
$76.4K +$27.8K +265 +58%
AAG
691
Armstrong Advisory Group
Massachusetts
$75.6K +$75.3K +718 New
DWMG
692
DB Wealth Management Group
California
$75.4K – – –
OC
693
Oakworth Capital
Alabama
$73.5K – – –
BWM
694
Baystate Wealth Management
Massachusetts
$73K -$9.23K -88 -11%
NSIM
695
North Star Investment Management
Illinois
$72.8K – – –
MCC
696
Money Concepts Capital
Florida
$72.5K +$67.1K +640 +1,333%
CPA
697
Cardiff Park Advisors
California
$67.9K +$734 +7 +1%
CSWM
698
Cassady Schiller Wealth Management
Ohio
$67.2K +$66.9K +638 New
BAAM
699
Baker Avenue Asset Management
California
$65K +$64.7K +617 New
PWM
700
Provident Wealth Management
Tennessee
$62.8K – – –
26 27
28
29 30