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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
751
Cutler Capital Management
Massachusetts
$112K – – –
OHWP
752
Oak Harbor Wealth Partners
North Carolina
$109K – – –
ST
753
Smithfield Trust
Pennsylvania
$106K -$24.5K -188 -18%
GTAM
754
Global Trust Asset Management
Florida
$105K -$740K -5,685 -87%
OW
755
Olistico Wealth
Oklahoma
$104K -$2.73K -21 -2%
HPIA
756
Hamilton Point Investment Advisors
North Carolina
$103K – – –
PK
757
Pflug Koory
Nebraska
$102K – – –
CFD
758
Creative Financial Designs
Indiana
$98.9K – – –
BFS
759
Bare Financial Services
Pennsylvania
$98.8K – – –
AAG
760
Armstrong Advisory Group
Massachusetts
$97.1K – – –
HIW
761
Holos Integrated Wealth
Pennsylvania
$96.6K – – –
GM
762
GeoWealth Management
Illinois
$96.4K -$1.35M -10,361 -93%
WTA
763
Washington Trust Advisors
Massachusetts
$92.9K +$3.25K +25 +4%
TC
764
Trust Company
Kansas
$90.3K – – –
SC
765
Steph & Co
Wisconsin
$85.5K – – –
NRC
766
New Republic Capital
North Carolina
$85.5K +$63K +484 +248%
CPA
767
Cardiff Park Advisors
California
$84.3K +$260 +2 +0.3%
EB
768
Eastern Bank
Massachusetts
$83.1K – – –
SIS
769
Sound Income Strategies
Florida
$82.4K -$4.04K -31 -5%
GSWM
770
Golden State Wealth Management
California
$78.6K -$3.91K -30 -5%
SFGP
771
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$78.5K -$9.9K -76 -11%
SMA
772
Sage Mountain Advisors
Georgia
$77.8K – – –
BGIM
773
Brandywine Global Investment Management
Pennsylvania
$77.5K +$45.2K +347 +129%
RI
774
Ridgewood Investments
New Jersey
$77.1K – – –
ADL
775
Asset Dedication LLC
California
$77K – – –
29 30
31
32 33