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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
701
Oakworth Capital
Alabama
$170K +$162K +1,283 New
CF
702
Centaurus Financial
California
$165K – – –
GI
703
GAMMA Investing
California
$164K – – –
PA
704
Pineridge Advisors
Missouri
$159K -$6.57K -52 -4%
SWA
705
SOA Wealth Advisors
New York
$155K -$53.8K -426 -27%
TAM
706
Townsend Asset Management
North Carolina
$153K +$632 +5 +0.4%
DJSG
707
D.J. St. Germain
Massachusetts
$152K – – –
AAP
708
Arax Advisory Partners
Colorado
$149K +$632 +5 +0.4%
TCOV
709
Trust Company of Vermont
Vermont
$147K – – –
KHC
710
Koesten Hirschmann & Crabtree
Kansas
$147K – – –
PWMG
711
Prestige Wealth Management Group
New Jersey
$145K – – –
VNIM
712
Vaughan Nelson Investment Management
Texas
$140K -$140K -1,110 -51%
SWM
713
Sugarloaf Wealth Management
Georgia
$138K – – –
ST
714
Smithfield Trust
Pennsylvania
$136K – – –
KWAG
715
Kiely Wealth Advisory Group
North Carolina
$135K – – –
BTI
716
Blue Trust Inc
Georgia
$131K +$24.9K +197 +22%
HNB
717
Hilltop National Bank
Wyoming
$129K +$8.72K +69 +8%
DSC
718
Duncker Streett & Co
Missouri
$127K – – –
NFA
719
Northwest Financial Advisors
Virginia
$125K +$119K +942 New
CBT
720
CoreFirst Bank & Trust
Kansas
$125K +$119K +942 New
CIAS
721
Capital Investment Advisory Services
North Carolina
$118K – – –
SS
722
Sunbelt Securities
Texas
$118K – – –
CCM
723
Cutler Capital Management
Massachusetts
$117K – – –
OHWP
724
Oak Harbor Wealth Partners
North Carolina
$114K +$505 +4 +0.5%
OW
725
Olistico Wealth
Oklahoma
$112K -$35.1K -278 -25%
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