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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
701
Chilton Capital Management
Texas
$34K +$32.8K +275 New
CWS
702
Confluence Wealth Services
Pennsylvania
$33K +$32.5K +272 New
BCM
703
Bourgeon Capital Management
Connecticut
$32K – – –
CAL
704
Capital Advisors Ltd
Ohio
$32K – – –
FWM
705
Focused Wealth Management
New York
$32K – – –
IRC
706
Investors Research Corp
Georgia
$32K – – –
SFPG
707
Stonebridge Financial Planning Group
Florida
$31K – – –
LFG
708
Larson Financial Group
Missouri
$31K +$358 +3 +1%
CSB
709
City State Bank
Iowa
$31K +$29.8K +250 New
ANBT
710
American National Bank & Trust
Texas
$30K – – –
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
RK
712
Rather & Kittrell
Tennessee
$30K +$30.2K +253 New
PP
713
PrairieView Partners
Minnesota
$29K – – –
WWMSC
714
Wagner Wealth Management (South Carolina)
South Carolina
$29K – – –
CIAS
715
Capital Investment Advisory Services
North Carolina
$27K – – –
ONST
716
Old North State Trust
North Carolina
$27K +$26.6K +223 New
VNA
717
Valley National Advisers
Pennsylvania
$26K – – –
RDIA
718
RE Dickinson Investment Advisors
Iowa
$25K +$24.2K +203 New
BAM
719
Bellevue Asset Management
Washington
$24K – – –
PMFA
720
Plante Moran Financial Advisors
Michigan
$24K – – –
RFA
721
Reilly Financial Advisors
California
$23K – – –
CA
722
Clearstead Advisors
Ohio
$23K +$18.6K +156 +473%
RA
723
Rise Advisors
New York
$22.4K +$21.8K +183 New
AW
724
Avion Wealth
Texas
$20K – – –
POIA
725
Pin Oak Investment Advisors
Texas
$18K – – –
27 28
29
30 31