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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
751
Holos Integrated Wealth
Pennsylvania
$103K – – –
AA
752
Addison Advisors
Vermont
$102K +$97.2K +775 New
GM
753
GeoWealth Management
Illinois
$102K +$1.13K +9 +1%
HNB
754
Hilltop National Bank
Wyoming
$100K +$94.9K +757 New
TC
755
Trust Company
Kansas
$94.7K – – –
SIS
756
Sound Income Strategies
Florida
$94.7K +$7.9K +63 +10%
HAP
757
Harbor Asset Planning
Massachusetts
$90.3K +$85.7K +683 New
NRC
758
New Republic Capital
North Carolina
$89.7K – – –
SC
759
Steph & Co
Wisconsin
$89.7K – – –
CPA
760
Cardiff Park Advisors
California
$88.7K +$376 +3 +0.4%
S
761
SignatureFD
Georgia
$88.5K -$191K -1,523 -69%
EB
762
Eastern Bank
Massachusetts
$87.2K – – –
CIAS
763
Capital Investment Advisory Services
North Carolina
$87.1K +$16.6K +132 +25%
GA
764
GoalVest Advisory
New York
$86.9K +$82.5K +658 New
GTAM
765
Global Trust Asset Management
Florida
$84.1K -$25.1K -200 -24%
GSWM
766
Golden State Wealth Management
California
$82.5K – – –
RI
767
Ridgewood Investments
New Jersey
$80.9K – – –
ADL
768
Asset Dedication LLC
California
$80.7K – – –
RF
769
Rossby Financial
Florida
$80.7K +$3.76K +30 +5%
PWM
770
Provident Wealth Management
Tennessee
$78.8K – – –
BGIM
771
Brandywine Global Investment Management
Pennsylvania
$77.8K -$3.26K -26 -4%
HPC
772
HM Payson & Co
Maine
$74.7K +$23.8K +190 +51%
BBPWM
773
Blue Bell Private Wealth Management
Pennsylvania
$73.5K – – –
UCB
774
United Community Bank
South Carolina
$71.5K – – –
AIC
775
Archer Investment Corporation
Indiana
$69.2K – – –
29 30
31
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