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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Raffa Wealth Management
District of Columbia
$66.5K – – –
TSWM
727
Tyler-Stone Wealth Management
Ohio
$66.4K +$5.33K +50 +10%
FFA
728
Founders Financial Alliance
North Carolina
$65.9K – – –
BFPW
729
BOK Financial Private Wealth
Colorado
$65.4K +$6.92K +65 +13%
CAS
730
Coppell Advisory Solutions
Texas
$64.1K +$44.7K +420 +321%
GI
731
Gradient Investments
Minnesota
$61.8K -$1.71K -16 -3%
BBPWM
732
Blue Bell Private Wealth Management
Pennsylvania
$61.6K +$2.66K +25 +5%
BGIM
733
Brandywine Global Investment Management
Pennsylvania
$60.9K -$9.91K -93 -15%
AIC
734
Archer Investment Corporation
Indiana
$60.9K – – –
OIA
735
Optimum Investment Advisors
Illinois
$60K -$40K -375 -42%
BLC
736
Brown, Lisle/Cummings
Rhode Island
$60K – – –
FCG
737
Financial Connections Group
California
$60K +$55.1K +517 New
TRCT
738
Tower Research Capital (TRC)
New York
$58.8K -$20.2K -190 -27%
ADL
739
Asset Dedication LLC
California
$58K – – –
VF
740
VitalStone Financial
Texas
$58K – – –
IIL
741
Insight Inv LLC
California
$57.9K – – –
ME
742
McIlrath & Eck
Washington
$57.4K -$1.28K -12 -2%
BSB
743
Bangor Savings Bank
Maine
$55.2K – – –
CTA
744
Colonial Trust Advisors
South Carolina
$52.3K – – –
LPP
745
Life Planning Partners
Florida
$51.3K +$47K +441 New
PS
746
Planned Solutions
California
$48.8K +$44.7K +420 New
CFO
747
CVA Family Office
Colorado
$47.8K +$43.8K +411 New
GWANC
748
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.2K – – –
NCM
749
Northwest Capital Management
Oregon
$45K – – –
AA
750
AlphaMark Advisors
Kentucky
$44K +$40K +375 New
28 29
30
31 32