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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
701
Steward Financial Group
Texas
$14K +$15.7K +140 New
HS
702
Horan Securities
United States
$13K – – –
POIA
703
Pin Oak Investment Advisors
Texas
$13K – – –
TF
704
TimeScale Financial
Massachusetts
$13K – – –
AWM
705
Avior Wealth Management
Nebraska
$13K +$112 +1 +0.8%
MFT
706
Moisand Fitzgerald Tamayo
Florida
$13K +$14.4K +129 New
NMG
707
New Millennium Group
Utah
$13K +$15.1K +135 New
GEA
708
Glen Eagle Advisors
New Jersey
$12.8K – – –
CFFP
709
Center for Financial Planning
Michigan
$12K – – –
MPCG
710
Matrix Private Capital Group
New York
$12K – – –
MG
711
MilWealth Group
Wisconsin
$11.2K – – –
FRA
712
Front Row Advisors
California
$11K – – –
BMD
713
Better Money Decisions
New Mexico
$11K +$12.1K +108 New
FMTCOCP
714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
IFAM
715
Institutional & Family Asset Management
Colorado
$10K – – –
SWM
716
Selective Wealth Management
Virginia
$10K – – –
AF
717
Affiance Financial
Minnesota
$10K +$10.7K +96 New
LDFR
718
Lehman & Derafelo Financial Resources
Pennsylvania
$10K +$11.4K +102 New
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$9K -$9.73K -87 -48%
AWM
720
Activest Wealth Management
Florida
$9K +$112 +1 +1%
JWBC
721
John W. Brooker & Co
California
$8K – – –
SIC
722
Salem Investment Counselors
North Carolina
$8K – – –
SC
723
Stephens Consulting
Michigan
$7.62K – – –
AWM
724
Accel Wealth Management
Iowa
$7K – – –
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$7K +$6.93K +62 New
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