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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
701
American National Bank & Trust
Texas
$29K – – –
VNA
702
Valley National Advisers
Pennsylvania
$26K – – –
BONH
703
Bank of New Hampshire
New Hampshire
$26K +$25.2K +214 New
JPLA
704
Joseph P. Lucia & Associates
New York
$26K +$26K +221 New
WAM
705
Worth Asset Management
Texas
$26K +$28.6K +243 New
AWM
706
Abound Wealth Management
Tennessee
$25.7K +$11.1K +94 +78%
PMFA
707
Plante Moran Financial Advisors
Michigan
$25K +$942 +8 +4%
BAM
708
Bellevue Asset Management
Washington
$24K – – –
RDIA
709
RE Dickinson Investment Advisors
Iowa
$24K – – –
CA
710
Clearstead Advisors
Ohio
$23K – – –
RA
711
Rise Advisors
New York
$22K +$118 +1 +0.5%
OSAM
712
O'Shaughnessy Asset Management
Connecticut
$22K +$5.53K +47 +35%
AW
713
Avion Wealth
Texas
$20K – – –
LS
714
Leelyn Smith
Illinois
$17K +$17K +144 New
GI
715
Gradient Investments
Minnesota
$16K -$21.5K -183 -58%
TF
716
TimeScale Financial
Massachusetts
$16K – – –
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$942 +8 +6%
BCMLT
718
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K +$15.2K +129 New
GEA
719
Glen Eagle Advisors
New Jersey
$15.1K – – –
POIA
720
Pin Oak Investment Advisors
Texas
$15K -$2.59K -22 -15%
AWM
721
Avior Wealth Management
Nebraska
$15K – – –
HS
722
Horan Securities
United States
$15K – – –
CFFP
723
Center for Financial Planning
Michigan
$14K – – –
MPCG
724
Matrix Private Capital Group
New York
$14K – – –
MG
725
MilWealth Group
Wisconsin
$13.2K – – –
27 28
29
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