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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Abound Wealth Management
Tennessee
$24.5K -$632 -6 -3%
BONH
727
Bank of New Hampshire
New Hampshire
$23.5K – – –
PPWM
728
PFG Private Wealth Management
Florida
$23.5K +$3.69K +35 +20%
RFA
729
Resurgent Financial Advisors
Georgia
$22.6K – – –
CCM
730
Chilton Capital Management
Texas
$22.2K – – –
RDIA
731
RE Dickinson Investment Advisors
Iowa
$22K – – –
BAM
732
Bellevue Asset Management
Washington
$22K – – –
MAWA
733
Moss Adams Wealth Advisors
Washington
$21.7K – – –
MLA
734
MB, Levis & Associates
Pennsylvania
$21.7K – – –
MFC
735
Mechanics Financial Corp
Ohio
$21.6K – – –
AW
736
Avion Wealth
Texas
$21K -$4K -38 -17%
NBT
737
Northwest Bank & Trust
Iowa
$20.9K +$20K +190 New
TF
738
TimeScale Financial
Massachusetts
$20.8K +$6.21K +59 +45%
RA
739
Rise Advisors
New York
$20.7K – – –
OSAM
740
O'Shaughnessy Asset Management
Connecticut
$20.3K +$11.4K +108 +140%
WAM
741
WFA Asset Management
Wisconsin
$18.7K – – –
JFG
742
JDM Financial Group
Texas
$18.5K +$105 +1 +0.6%
ANBT
743
American National Bank & Trust
Texas
$17.5K – – –
LFA
744
Level Financial Advisors
New York
$16.8K +$16.1K +153 New
FMB
745
Field & Main Bank
Kentucky
$16.5K – – –
PMFA
746
Plante Moran Financial Advisors
Michigan
$15.5K +$1.37K +13 +10%
BWA
747
BDO Wealth Advisors
Florida
$14.9K – – –
BCMLT
748
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.2K – – –
GEA
749
Glen Eagle Advisors
New Jersey
$13.8K – – –
RG
750
Retirement Group
California
$13.8K – – –
28 29
30
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