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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
726
GoalVest Advisory
New York
$5K +$5.88K +55 New
HH
727
HWG Holdings
Texas
$5K +$5.98K +56 New
CWC
728
Carolinas Wealth Consulting
North Carolina
$4K – – –
CWA
729
Clearview Wealth Advisors
Oregon
$4K – – –
MFC
730
Morris Financial Concepts
South Carolina
$4K – – –
ACM
731
Absolute Capital Management
Pennsylvania
$3.21K +$3.52K +33 New
VNA
732
Valley National Advisers
Pennsylvania
$3K -$19.8K -185 -86%
CA
733
Clearstead Advisors
Ohio
$3K – – –
HR
734
Howe & Rusling
New York
$3K – – –
JWM
735
Janiczek Wealth Management
Colorado
$3K – – –
NFSG
736
Newbridge Financial Services Group
Florida
$3K +$107 +1 +3%
EWA
737
EverSource Wealth Advisors
Alabama
$3K +$2.88K +27 New
HI
738
Hudock Inc
Pennsylvania
$2K – – –
OFG
739
Oxford Financial Group
Indiana
$2K – – –
SMA
740
Sage Mountain Advisors
Georgia
$2K – – –
PP
741
PFS Partners
New Jersey
$1.82K – – –
TAM
742
Tucker Asset Management
Colorado
$1.79K – – –
BIA
743
Bell Investment Advisors
California
$1K – – –
PGAM
744
Princeton Global Asset Management
New Jersey
$1K – – –
TFA
745
Transamerica Financial Advisors
Florida
$1K – – –
LC
746
Lindbrook Capital
California
$1K +$1.5K +14 New
FSWA
747
Financial Synergies Wealth Advisors
Texas
$688 – – –
FGAM
748
Financial Gravity Asset Management
Texas
$312 -$641 -6 -6%
AFIMH
749
American Family Insurance Mutual Holding
Wisconsin
– -$19.8M -194,604 Closed
NSCM
750
New South Capital Management
Tennessee
– -$1.78M -17,575 Closed
28 29
30
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