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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Pineridge Advisors
Missouri
$163K +$24.2K +193 +19%
AT
727
Avalon Trust
New Mexico
$161K +$153K +1,221 New
SWA
728
SOA Wealth Advisors
New York
$157K +$502 +4 +0.3%
TAM
729
Townsend Asset Management
North Carolina
$155K +$502 +4 +0.3%
DJSG
730
D.J. St. Germain
Massachusetts
$152K – – –
TCOV
731
Trust Company of Vermont
Vermont
$147K – – –
KHC
732
Koesten Hirschmann & Crabtree
Kansas
$146K – – –
PWMG
733
Prestige Wealth Management Group
New Jersey
$144K – – –
DWA
734
Dougherty Wealth Advisers
Minnesota
$141K -$545K -4,349 -80%
KIM
735
Kestra Investment Management
Texas
$140K – – –
HNW
736
High Note Wealth
Minnesota
$137K – – –
RFS
737
Richardson Financial Services
Massachusetts
$136K -$114K -905 -47%
EWP
738
Elevation Wealth Partners
California
$133K +$502 +4 +0.4%
DSC
739
Duncker Streett & Co
Missouri
$127K – – –
MCA
740
Midwest Capital Advisors
Michigan
$120K – – –
MPCG
741
Matrix Private Capital Group
New York
$118K +$97.3K +776 +647%
CCM
742
Cutler Capital Management
Massachusetts
$117K – – –
SS
743
Sunbelt Securities
Texas
$116K +$93.1K +742 +470%
CBT
744
CoreFirst Bank & Trust
Kansas
$114K +$108K +865 New
OHWP
745
Oak Harbor Wealth Partners
North Carolina
$114K – – –
ST
746
Smithfield Trust
Pennsylvania
$111K – – –
AAG
747
Armstrong Advisory Group
Massachusetts
$109K +$9.16K +73 +10%
OW
748
Olistico Wealth
Oklahoma
$109K +$125 +1 +0.1%
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$108K – – –
PK
750
Pflug Koory
Nebraska
$107K – – –
28 29
30
31 32