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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
751
Trust Company of Vermont
Vermont
$144K – – –
KHC
752
Koesten Hirschmann & Crabtree
Kansas
$143K – – –
PWMG
753
Prestige Wealth Management Group
New Jersey
$141K – – –
EWP
754
Elevation Wealth Partners
California
$138K -$53K -396 -27%
PA
755
Pineridge Advisors
Missouri
$135K -$20.7K -155 -13%
SWM
756
Sugarloaf Wealth Management
Georgia
$135K – – –
HNW
757
High Note Wealth
Minnesota
$134K +$139K +1,037 New
ST
758
Smithfield Trust
Pennsylvania
$133K – – –
KWAG
759
Kiely Wealth Advisory Group
North Carolina
$132K – – –
CIAS
760
Capital Investment Advisory Services
North Carolina
$130K +$15.1K +113 +13%
HNB
761
Hilltop National Bank
Wyoming
$126K – – –
DSC
762
Duncker Streett & Co
Missouri
$124K – – –
SIM
763
Synergy Investment Management
Florida
$122K +$126K +940 New
MCA
764
Midwest Capital Advisors
Michigan
$117K +$121K +905 New
SS
765
Sunbelt Securities
Texas
$116K +$1.47K +11 +1%
CCM
766
Cutler Capital Management
Massachusetts
$115K – – –
CBT
767
CoreFirst Bank & Trust
Kansas
$112K -$10.3K -77 -8%
OHWP
768
Oak Harbor Wealth Partners
North Carolina
$111K -$134 -1 -0.1%
OW
769
Olistico Wealth
Oklahoma
$109K +$134 +1 +0.1%
HPIA
770
Hamilton Point Investment Advisors
North Carolina
$105K – – –
PK
771
Pflug Koory
Nebraska
$105K – – –
RIA
772
Realta Investment Advisors
Delaware
$104K +$103K +772 +2,969%
CFD
773
Creative Financial Designs
Indiana
$102K – – –
BFS
774
Bare Financial Services
Pennsylvania
$101K – – –
HIW
775
Holos Integrated Wealth
Pennsylvania
$99.2K +$103K +767 New
29 30
31
32 33