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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
726
Oak Harbor Wealth Partners
North Carolina
$114K +$505 +4 +0.5%
OW
727
Olistico Wealth
Oklahoma
$112K -$35.1K -278 -25%
FCA
728
FinTrust Capital Advisors
South Carolina
$108K – – –
HPIA
729
Hamilton Point Investment Advisors
North Carolina
$108K – – –
PK
730
Pflug Koory
Nebraska
$107K +$102K +808 New
CFD
731
Creative Financial Designs
Indiana
$104K – – –
EWM
732
Evermay Wealth Management
Virginia
$104K -$62K -491 -39%
BFS
733
Bare Financial Services
Pennsylvania
$104K – – –
WTA
734
Washington Trust Advisors
Massachusetts
$98.7K – – –
AAG
735
Armstrong Advisory Group
Massachusetts
$97.6K – – –
CAS
736
Coppell Advisory Solutions
Texas
$95.8K -$81.3K -643 -47%
SIS
737
Sound Income Strategies
Florida
$95K +$3.16K +25 +4%
TC
738
Trust Company
Kansas
$94.8K – – –
MFA
739
McClarren Financial Advisors
Pennsylvania
$93K -$9.1K -72 -20%
SC
740
Steph & Co
Wisconsin
$89.8K – – –
CPA
741
Cardiff Park Advisors
California
$87.8K +$379 +3 +0.5%
EB
742
Eastern Bank
Massachusetts
$87.3K +$83.4K +660 New
RI
743
Ridgewood Investments
New Jersey
$80.9K – – –
ADL
744
Asset Dedication LLC
California
$80.8K -$11.2K -89 -13%
EWM
745
EPG Wealth Management
Georgia
$80.2K +$76.6K +606 New
PWM
746
Provident Wealth Management
Tennessee
$78.8K – – –
BCMLT
747
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.6K +$7.46K +59 +11%
NRC
748
New Republic Capital
North Carolina
$75.8K -$849K -6,719 -92%
RWM
749
Raffa Wealth Management
District of Columbia
$75.6K – – –
FFA
750
Founders Financial Alliance
North Carolina
$75.2K +$253 +2 +0.4%
28 29
30
31 32