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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
676
Concurrent Investment Advisors
Florida
$215K +$205K +1,625 New
SIAG
677
Safeguard Investment Advisory Group
California
$214K +$205K +1,621 New
SAM
678
Secure Asset Management
Michigan
$214K +$205K +1,620 New
BHBT
679
Burke & Herbert Bank & Trust
Virginia
$214K -$5.05K -40 -2%
AIA
680
Accelerate Investment Advisors
California
$214K +$204K +1,615 New
HFS
681
HBC Financial Services
Washington
$213K – – –
GC
682
Grimes & Company
Massachusetts
$211K -$62.6K -495 -24%
LG
683
LaFleur & Godfrey
Michigan
$210K +$201K +1,590 New
SWA
684
Sax Wealth Advisors
New Jersey
$209K +$200K +1,579 New
QWM
685
Quadcap Wealth Management
Texas
$207K +$198K +1,566 New
RFS
686
Richardson Financial Services
Massachusetts
$205K – – –
ASBI
687
American State Bank (Iowa)
Iowa
$204K +$195K +1,540 New
OSAM
688
O'Shaughnessy Asset Management
Connecticut
$202K +$8.47K +67 +5%
NCM
689
Neumann Capital Management
California
$202K +$193K +1,524 New
LI
690
LMCG Investments
Massachusetts
$201K +$192K +1,520 New
PCA
691
Providence Capital Advisors
North Carolina
$197K – – –
WI
692
Wintrust Investments
Illinois
$194K -$1.61M -12,744 -90%
EWP
693
Elevation Wealth Partners
California
$194K +$505 +4 +0.3%
DWA
694
Dougherty Wealth Advisers
Minnesota
$190K -$11.5K -91 -6%
CTB
695
Country Trust Bank
Illinois
$189K – – –
VCM
696
Versant Capital Management
Arizona
$185K – – –
CWC
697
Carolinas Wealth Consulting
North Carolina
$174K – – –
AIM
698
Anchor Investment Management
South Carolina
$173K – – –
S
699
SignatureFD
Georgia
$171K – – –
BA
700
Bristlecone Advisors
Washington
$171K – – –
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