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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$32K – – –
FWM
702
Focused Wealth Management
New York
$32K – – –
IRC
703
Investors Research Corp
Georgia
$32K – – –
SFPG
704
Stonebridge Financial Planning Group
Florida
$31K – – –
LFG
705
Larson Financial Group
Missouri
$31K +$358 +3 +1%
CSB
706
City State Bank
Iowa
$31K +$29.8K +250 New
ANBT
707
American National Bank & Trust
Texas
$30K – – –
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
RK
709
Rather & Kittrell
Tennessee
$30K +$30.2K +253 New
PP
710
PrairieView Partners
Minnesota
$29K – – –
WWMSC
711
Wagner Wealth Management (South Carolina)
South Carolina
$29K – – –
CIAS
712
Capital Investment Advisory Services
North Carolina
$27K – – –
ONST
713
Old North State Trust
North Carolina
$27K +$26.6K +223 New
VNA
714
Valley National Advisers
Pennsylvania
$26K – – –
RDIA
715
RE Dickinson Investment Advisors
Iowa
$25K +$24.2K +203 New
BAM
716
Bellevue Asset Management
Washington
$24K – – –
PMFA
717
Plante Moran Financial Advisors
Michigan
$24K – – –
RFA
718
Reilly Financial Advisors
California
$23K – – –
CA
719
Clearstead Advisors
Ohio
$23K +$18.6K +156 +473%
RA
720
Rise Advisors
New York
$22.4K +$21.8K +183 New
AW
721
Avion Wealth
Texas
$20K – – –
POIA
722
Pin Oak Investment Advisors
Texas
$18K – – –
TWA
723
TCI Wealth Advisors
Arizona
$18K – – –
KFAA
724
Klaas Financial Asset Advisors
Illinois
$18K +$17.7K +148 New
AWM
725
Avior Wealth Management
Nebraska
$16K -$6.09K -51 -28%
27 28
29
30 31