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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
751
DB Fitzpatrick & Co
Idaho
$8K +$7.4K +62 New
GAM
752
Gemmer Asset Management
California
$7K – – –
TVWM
753
Tower View Wealth Management
Wisconsin
$7K – – –
BHWM
754
Beaird Harris Wealth Management
Texas
$7K +$6.57K +55 New
AC
755
AlphaCore Capital
California
$7K +$6.8K +57 New
CWC
756
Carolinas Wealth Consulting
North Carolina
$6K – – –
CWA
757
Clearview Wealth Advisors
Oregon
$6K – – –
MWM
758
Mascoma Wealth Management
New Hampshire
$6K – – –
MCC
759
Money Concepts Capital
Florida
$6K +$5.73K +48 New
RPCA
760
Running Point Capital Advisors
California
$6K +$5.85K +49 New
PIP
761
Peachtree Investment Partners
Florida
$6K +$5.97K +50 New
CTB
762
Country Trust Bank
Illinois
$5K – – –
FFC
763
First Financial Corp
Indiana
$5K – – –
HCM
764
Hillman Capital Management
Maryland
$5K +$5.25K +44 New
MFC
765
Morris Financial Concepts
South Carolina
$5K +$5.37K +45 New
JWM
766
Janiczek Wealth Management
Colorado
$4K – – –
LF
767
Lee Financial
Texas
$4K – – –
NFSG
768
Newbridge Financial Services Group
Florida
$4K – – –
GWSG
769
GPS Wealth Strategies Group
Colorado
$4K +$358 +3 +9%
LFA
770
Level Financial Advisors
New York
$4K +$3.7K +31 New
TAM
771
Tucker Asset Management
Colorado
$3.67K – – –
ACM
772
Absolute Capital Management
Pennsylvania
$3.43K +$3.34K +28 New
MP
773
McDonald Partners
Ohio
$3.43K +$3.34K +28 New
AA
774
Addison Advisors
Vermont
$3K – – –
SMA
775
Sage Mountain Advisors
Georgia
$3K – – –
29 30
31
32 33