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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
701
SWS Partners
Ohio
$128K +$128K +1,056 New
SWM
702
Sugarloaf Wealth Management
Georgia
$126K – – –
ST
703
Smithfield Trust
Pennsylvania
$124K – – –
KWAG
704
Kiely Wealth Advisory Group
North Carolina
$122K – – –
DSC
705
Duncker Streett & Co
Missouri
$116K – – –
BTI
706
Blue Trust Inc
Georgia
$111K – – –
HNB
707
Hilltop National Bank
Wyoming
$109K -$35.7K -294 -25%
CIAS
708
Capital Investment Advisory Services
North Carolina
$108K – – –
SS
709
Sunbelt Securities
Texas
$107K -$365 -3 -0.3%
CCM
710
Cutler Capital Management
Massachusetts
$107K – – –
OHWP
711
Oak Harbor Wealth Partners
North Carolina
$104K +$365 +3 +0.4%
EWM
712
EPG Wealth Management
Georgia
$103K -$104K -852 Closed
BFS
713
Bare Financial Services
Pennsylvania
$100K -$1.22K -10 -1%
FCA
714
FinTrust Capital Advisors
South Carolina
$98.5K -$16.5K -136 -14%
HPIA
715
Hamilton Point Investment Advisors
North Carolina
$98.3K – – –
CFD
716
Creative Financial Designs
Indiana
$94.8K – – –
BGIM
717
Brandywine Global Investment Management
Pennsylvania
$91.3K +$61.5K +506 +202%
WTA
718
Washington Trust Advisors
Massachusetts
$90.1K -$6.56K -54 -7%
NSIM
719
North Star Investment Management
Illinois
$90K – – –
PGAM
720
Princeton Global Asset Management
New Jersey
$89.3K +$88.3K +727 +5,592%
AAG
721
Armstrong Advisory Group
Massachusetts
$89.1K +$10.5K +86 +13%
TC
722
Trust Company
Kansas
$86.6K – – –
ADL
723
Asset Dedication LLC
California
$84.5K +$24.7K +203 +41%
SIS
724
Sound Income Strategies
Florida
$83.7K -$11.5K -95 -12%
SC
725
Steph & Co
Wisconsin
$82K – – –
27 28
29
30 31