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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
701
Kiely Wealth Advisory Group
North Carolina
$120K – – –
FCA
702
FinTrust Capital Advisors
South Carolina
$119K – – –
CIAS
703
Capital Investment Advisory Services
North Carolina
$112K – – –
SS
704
Sunbelt Securities
Texas
$112K +$105K +892 New
BTI
705
Blue Trust Inc
Georgia
$111K -$61.1K -519 -37%
CCM
706
Cutler Capital Management
Massachusetts
$111K +$104K +886 New
OHWP
707
Oak Harbor Wealth Partners
North Carolina
$107K +$353 +3 +0.4%
EWM
708
EPG Wealth Management
Georgia
$107K +$1.18K +10 +1%
HPIA
709
Hamilton Point Investment Advisors
North Carolina
$102K – – –
PK
710
Pflug Koory
Nebraska
$101K – – –
WTA
711
Washington Trust Advisors
Massachusetts
$100K – – –
GI
712
GAMMA Investing
California
$99.9K +$12.2K +104 +15%
SIS
713
Sound Income Strategies
Florida
$98.8K -$36.6K -311 -28%
CFD
714
Creative Financial Designs
Indiana
$98.4K – – –
BFS
715
Bare Financial Services
Pennsylvania
$94.4K +$93.5K +794 New
FGAM
716
Financial Gravity Asset Management
Texas
$93.7K – – –
NSIM
717
North Star Investment Management
Illinois
$93.4K +$6.36K +54 +8%
CSWM
718
Cassady Schiller Wealth Management
Ohio
$91.5K -$1.53K -13 -2%
OC
719
Oakworth Capital
Alabama
$90.6K – – –
OSAM
720
O'Shaughnessy Asset Management
Connecticut
$90K +$11.9K +101 +16%
TC
721
Trust Company
Kansas
$89.9K – – –
OLVIG
722
Oliver Lagore Vanvalin Investment Group
Michigan
$86.1K -$59K -501 -42%
SC
723
Steph & Co
Wisconsin
$85.1K – – –
CT
724
Cambridge Trust
Massachusetts
$82.7K – – –
CPA
725
Cardiff Park Advisors
California
$82.5K +$353 +3 +0.5%
27 28
29
30 31