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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
751
FDx Advisors
Illinois
$259K -$17.4K -110 -7%
LIA
752
Lynx Investment Advisory
District of Columbia
$258K +$248K +1,570 New
IAA
753
Independent Advisor Alliance
North Carolina
$258K -$2.38M -15,073 -91%
EAN
754
Excelsior Advisor Network
Colorado
$257K +$19.7K +125 +9%
MAS
755
Madden Advisory Services
Florida
$257K – – –
WSA
756
Wealth Science Advisors
Georgia
$256K – – –
TSWM
757
Triangle Securities Wealth Management
North Carolina
$255K -$3.63K -23 -1%
CI
758
Cordant Inc
Oregon
$254K – – –
NCM
759
Neumann Capital Management
California
$251K – – –
MCM
760
Monarch Capital Management
Indiana
$250K +$240K +1,520 New
VWA
761
Visionary Wealth Advisors
Illinois
$250K +$240K +1,519 New
ABC
762
Associated Banc-Corp
Wisconsin
$249K -$10.1K -64 -4%
VCM
763
Versant Capital Management
Arizona
$248K +$17.7K +112 +8%
AIA
764
Arbor Investment Advisors
North Carolina
$246K – – –
HBW
765
Hazlett, Burt & Watson
West Virginia
$245K -$12.3K -78 -5%
AIP
766
Almanack Investment Partners
Pennsylvania
$244K -$1.1K -7 -0.5%
FSA
767
Financial Sense Advisors
California
$244K – – –
ZIM
768
Zacks Investment Management
Illinois
$243K +$316 +2 +0.1%
AL
769
Aspiriant LLC
California
$242K -$19.1K -121 -8%
NEPWA
770
New England Private Wealth Advisors
Massachusetts
$241K +$8.52K +54 +4%
SRPTWM
771
Split Rock Private Trading & Wealth Management
Minnesota
$240K -$9.31K -59 -4%
SFG
772
Synergy Financial Group
California
$239K – – –
MC
773
Moors & Cabot
Massachusetts
$239K -$38.7K -245 -14%
FWMM
774
Foundation Wealth Management (Missouri)
Missouri
$238K -$34.4K -218 -13%
AIA
775
Accelerate Investment Advisors
California
$237K +$3.94K +25 +2%
29 30
31
32 33