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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
751
Richardson Financial Services
Massachusetts
$142K – – –
CI
752
CX Institutional
Indiana
$141K +$138K +1,007 New
EWP
753
Elevation Wealth Partners
California
$141K +$547 +4 +0.4%
HNW
754
High Note Wealth
Minnesota
$139K -$6.15K -45 -4%
DSC
755
Duncker Streett & Co
Missouri
$134K – – –
CFG
756
Clayton Financial Group
Missouri
$133K +$130K +951 New
DWA
757
Dougherty Wealth Advisers
Minnesota
$132K -$16.1K -118 -11%
MCA
758
Midwest Capital Advisors
Michigan
$127K +$547 +4 +0.4%
MPCG
759
Matrix Private Capital Group
New York
$125K – – –
CCM
760
Cutler Capital Management
Massachusetts
$124K – – –
CBT
761
CoreFirst Bank & Trust
Kansas
$121K – – –
OHWP
762
Oak Harbor Wealth Partners
North Carolina
$120K – – –
CFD
763
Creative Financial Designs
Indiana
$119K +$8.88K +65 +8%
HPIA
764
Hamilton Point Investment Advisors
North Carolina
$114K – – –
PK
765
Pflug Koory
Nebraska
$113K – – –
BFS
766
Bare Financial Services
Pennsylvania
$110K – – –
HIW
767
Holos Integrated Wealth
Pennsylvania
$104K – – –
AA
768
Addison Advisors
Vermont
$104K -$4.37K -32 -4%
RIA
769
Realta Investment Advisors
Delaware
$101K +$38K +278 +63%
TC
770
Trust Company
Kansas
$100K – – –
VNIM
771
Vaughan Nelson Investment Management
Texas
$96.4K +$31.4K +230 +50%
HAP
772
Harbor Asset Planning
Massachusetts
$95.8K +$410 +3 +0.4%
NRC
773
New Republic Capital
North Carolina
$94.8K – – –
SC
774
Steph & Co
Wisconsin
$94.8K – – –
CPA
775
Cardiff Park Advisors
California
$94.2K +$273 +2 +0.3%
29 30
31
32 33