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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
751
Creative Financial Designs
Indiana
$104K – – –
BFS
752
Bare Financial Services
Pennsylvania
$104K – – –
HIW
753
Holos Integrated Wealth
Pennsylvania
$103K – – –
AA
754
Addison Advisors
Vermont
$102K +$97.2K +775 New
GM
755
GeoWealth Management
Illinois
$102K +$1.13K +9 +1%
HNB
756
Hilltop National Bank
Wyoming
$100K +$94.9K +757 New
TC
757
Trust Company
Kansas
$94.7K – – –
SIS
758
Sound Income Strategies
Florida
$94.7K +$7.9K +63 +10%
HAP
759
Harbor Asset Planning
Massachusetts
$90.3K +$85.7K +683 New
NRC
760
New Republic Capital
North Carolina
$89.7K – – –
SC
761
Steph & Co
Wisconsin
$89.7K – – –
CPA
762
Cardiff Park Advisors
California
$88.7K +$376 +3 +0.4%
S
763
SignatureFD
Georgia
$88.5K -$191K -1,523 -69%
EB
764
Eastern Bank
Massachusetts
$87.2K – – –
CIAS
765
Capital Investment Advisory Services
North Carolina
$87.1K +$16.6K +132 +25%
GA
766
GoalVest Advisory
New York
$86.9K +$82.5K +658 New
GTAM
767
Global Trust Asset Management
Florida
$84.1K -$25.1K -200 -24%
GSWM
768
Golden State Wealth Management
California
$82.5K – – –
RI
769
Ridgewood Investments
New Jersey
$80.9K – – –
ADL
770
Asset Dedication LLC
California
$80.7K – – –
RF
771
Rossby Financial
Florida
$80.7K +$3.76K +30 +5%
PWM
772
Provident Wealth Management
Tennessee
$78.8K – – –
BGIM
773
Brandywine Global Investment Management
Pennsylvania
$77.8K -$3.26K -26 -4%
HPC
774
HM Payson & Co
Maine
$74.7K +$23.8K +190 +51%
BBPWM
775
Blue Bell Private Wealth Management
Pennsylvania
$73.5K – – –
29 30
31
32 33