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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
726
Moisand Fitzgerald Tamayo
Florida
$16K -$478 -4 -3%
OSAM
727
O'Shaughnessy Asset Management
Connecticut
$16K – – –
TF
728
TimeScale Financial
Massachusetts
$16K – – –
GEA
729
Glen Eagle Advisors
New Jersey
$15.4K – – –
MPCG
730
Matrix Private Capital Group
New York
$15K – – –
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
HS
732
Horan Securities
United States
$15K +$14.9K +125 New
AWM
733
Abound Wealth Management
Tennessee
$14.9K +$14.4K +121 New
CFFP
734
Center for Financial Planning
Michigan
$14K – – –
NL
735
NVWM LLC
Pennsylvania
$14K +$13.5K +113 New
MG
736
MilWealth Group
Wisconsin
$13.5K – – –
FRA
737
Front Row Advisors
California
$13K – – –
FMTCOCP
738
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
IFAM
739
Institutional & Family Asset Management
Colorado
$12K – – –
SWM
740
Selective Wealth Management
Virginia
$12K – – –
CG
741
Cutler Group
California
$12K +$11.9K +100 New
AWM
742
Activest Wealth Management
Florida
$11K – – –
PCMC
743
Paragon Capital Management (Colorado)
Colorado
$10K +$9.67K +81 New
HPC
744
HM Payson & Co
Maine
$9K – – –
JWBC
745
John W. Brooker & Co
California
$9K – – –
FAG
746
Fortitude Advisory Group
Washington
$9K +$8.36K +70 New
AWM
747
Accel Wealth Management
Iowa
$8K – – –
DFC
748
DB Fitzpatrick & Co
Idaho
$8K +$7.4K +62 New
FFG
749
Ford Financial Group
California
$7.9K +$21.6K +181 +0.3%
GAM
750
Gemmer Asset Management
California
$7K – – –
28 29
30
31 32