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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
751
Oak Harbor Wealth Partners
North Carolina
$109K – – –
ST
752
Smithfield Trust
Pennsylvania
$106K -$24.5K -188 -18%
GTAM
753
Global Trust Asset Management
Florida
$105K -$740K -5,685 -87%
OW
754
Olistico Wealth
Oklahoma
$104K -$2.73K -21 -2%
HPIA
755
Hamilton Point Investment Advisors
North Carolina
$103K – – –
PK
756
Pflug Koory
Nebraska
$102K – – –
CFD
757
Creative Financial Designs
Indiana
$98.9K – – –
BFS
758
Bare Financial Services
Pennsylvania
$98.8K – – –
AAG
759
Armstrong Advisory Group
Massachusetts
$97.1K – – –
HIW
760
Holos Integrated Wealth
Pennsylvania
$96.6K – – –
GM
761
GeoWealth Management
Illinois
$96.4K -$1.35M -10,361 -93%
WTA
762
Washington Trust Advisors
Massachusetts
$92.9K +$3.25K +25 +4%
TC
763
Trust Company
Kansas
$90.3K – – –
SC
764
Steph & Co
Wisconsin
$85.5K – – –
NRC
765
New Republic Capital
North Carolina
$85.5K +$63K +484 +248%
CPA
766
Cardiff Park Advisors
California
$84.3K +$260 +2 +0.3%
EB
767
Eastern Bank
Massachusetts
$83.1K – – –
SIS
768
Sound Income Strategies
Florida
$82.4K -$4.04K -31 -5%
GSWM
769
Golden State Wealth Management
California
$78.6K -$3.91K -30 -5%
SFGP
770
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$78.5K -$9.9K -76 -11%
SMA
771
Sage Mountain Advisors
Georgia
$77.8K – – –
BGIM
772
Brandywine Global Investment Management
Pennsylvania
$77.5K +$45.2K +347 +129%
RI
773
Ridgewood Investments
New Jersey
$77.1K – – –
ADL
774
Asset Dedication LLC
California
$77K – – –
EWM
775
EPG Wealth Management
Georgia
$75.5K -$260 -2 -0.3%
29 30
31
32 33