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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
676
SOA Wealth Advisors
New York
$200K – – –
CWM
677
CarsonAllaria Wealth Management
Illinois
$200K +$159K +1,348 +546%
SC
678
SouthState Corp
Florida
$193K -$55.2K -469 -23%
HFS
679
HBC Financial Services
Washington
$192K – – –
PCA
680
Providence Capital Advisors
North Carolina
$187K – – –
FGAM
681
Financial Gravity Asset Management
Texas
$184K +$84.7K +719 +89%
EWP
682
Elevation Wealth Partners
California
$183K +$21.2K +180 +14%
CTB
683
Country Trust Bank
Illinois
$179K – – –
VCM
684
Versant Capital Management
Arizona
$175K +$942 +8 +0.6%
CWC
685
Carolinas Wealth Consulting
North Carolina
$165K +$150K +1,272 +2,765%
EWM
686
Evermay Wealth Management
Virginia
$164K +$148K +1,256 +2,326%
PA
687
Pineridge Advisors
Missouri
$164K -$154K -1,306 -50%
AIM
688
Anchor Investment Management
South Carolina
$164K – – –
S
689
SignatureFD
Georgia
$162K – – –
CF
690
Centaurus Financial
California
$157K – – –
HNB
691
Hilltop National Bank
Wyoming
$150K +$141K +1,198 New
DJSG
692
D.J. St. Germain
Massachusetts
$150K +$14.4K +122 +11%
CBT
693
CoreFirst Bank & Trust
Kansas
$144K – – –
TAM
694
Townsend Asset Management
North Carolina
$144K +$353 +3 +0.3%
TCOV
695
Trust Company of Vermont
Vermont
$140K – – –
KHC
696
Koesten Hirschmann & Crabtree
Kansas
$139K +$130K +1,108 New
PWMG
697
Prestige Wealth Management Group
New Jersey
$137K -$824 -7 -0.6%
SWM
698
Sugarloaf Wealth Management
Georgia
$131K – – –
ST
699
Smithfield Trust
Pennsylvania
$129K -$10K -85 -8%
AAP
700
Arax Advisory Partners
Colorado
$124K +$353 +3 +0.3%
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