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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
751
Horan Securities
United States
$13.7K – – –
MPWT
752
MassMutual Private Wealth & Trust
Connecticut
$13.7K – – –
MAWCM
753
Mine & Arao Wealth Creation & Management
California
$13.7K +$13.2K +125 New
MPCG
754
Matrix Private Capital Group
New York
$13.2K – – –
BWM
755
BerganKDV Wealth Management
Minnesota
$12.9K -$14.4K -137 -54%
CFFP
756
Center for Financial Planning
Michigan
$12.7K – – –
NRG
757
Nemes Rush Group
Michigan
$12.6K +$12.1K +115 New
MFT
758
Moisand Fitzgerald Tamayo
Florida
$12.2K – – –
MG
759
MilWealth Group
Wisconsin
$12.1K – – –
FRA
760
Front Row Advisors
California
$12K – – –
PP
761
Pacifica Partners
Canada
$11.3K – – –
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
GWM
763
Grand Wealth Management
Michigan
$10.7K – – –
IFAM
764
Institutional & Family Asset Management
Colorado
$10.5K – – –
WAM
765
Worth Asset Management
Texas
$10.1K – – –
TVWM
766
Tower View Wealth Management
Wisconsin
$10K – – –
IPW
767
Impact Partnership Wealth
Georgia
$9.78K +$9.38K +89 New
KC
768
Kenfarb & Co
Kentucky
$8.56K – – –
HCP
769
Hexagon Capital Partners
Arkansas
$8.35K – – –
SIC
770
Salem Investment Counselors
North Carolina
$8.24K – – –
SC
771
Stephens Consulting
Michigan
$8.24K – – –
FP
772
Financial Perspectives
Minnesota
$8.13K +$7.79K +74 New
BWL
773
Bogart Wealth LLC
Virginia
$7.8K +$7.48K +71 New
DFC
774
DB Fitzpatrick & Co
Idaho
$7.36K +$7.06K +67 New
CSC
775
Caldwell Sutter Capital
California
$7.14K – – –
29 30
31
32 33