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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
701
Duncker Streett & Co
Missouri
$120K – – –
KWAG
702
Kiely Wealth Advisory Group
North Carolina
$120K – – –
FCA
703
FinTrust Capital Advisors
South Carolina
$119K – – –
CIAS
704
Capital Investment Advisory Services
North Carolina
$112K – – –
SS
705
Sunbelt Securities
Texas
$112K +$105K +892 New
BTI
706
Blue Trust Inc
Georgia
$111K -$61.1K -519 -37%
CCM
707
Cutler Capital Management
Massachusetts
$111K +$104K +886 New
GAA
708
Global Assets Advisory
Florida
$111K +$1.63M +13,808 New
OHWP
709
Oak Harbor Wealth Partners
North Carolina
$107K +$353 +3 +0.4%
EWM
710
EPG Wealth Management
Georgia
$107K +$1.18K +10 +1%
HPIA
711
Hamilton Point Investment Advisors
North Carolina
$102K – – –
PK
712
Pflug Koory
Nebraska
$101K – – –
WTA
713
Washington Trust Advisors
Massachusetts
$100K – – –
GI
714
GAMMA Investing
California
$99.9K +$12.2K +104 +15%
SIS
715
Sound Income Strategies
Florida
$98.8K -$36.6K -311 -28%
CFD
716
Creative Financial Designs
Indiana
$98.4K – – –
BFS
717
Bare Financial Services
Pennsylvania
$94.4K +$93.5K +794 New
NSIM
718
North Star Investment Management
Illinois
$93.4K +$6.36K +54 +8%
CSWM
719
Cassady Schiller Wealth Management
Ohio
$91.5K -$1.53K -13 -2%
OC
720
Oakworth Capital
Alabama
$90.6K – – –
OSAM
721
O'Shaughnessy Asset Management
Connecticut
$90K +$11.9K +101 +16%
TC
722
Trust Company
Kansas
$89.9K – – –
OLVIG
723
Oliver Lagore Vanvalin Investment Group
Michigan
$86.1K -$59K -501 -42%
SC
724
Steph & Co
Wisconsin
$85.1K – – –
CT
725
Cambridge Trust
Massachusetts
$82.7K – – –
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