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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
776
Clearview Wealth Advisors
Oregon
$4.78K – – –
MFC
777
Morris Financial Concepts
South Carolina
$4.77K – – –
OLVIG
778
Oliver Lagore Vanvalin Investment Group
Michigan
$3.82K +$3.93K +36 New
GWSG
779
GPS Wealth Strategies Group
Colorado
$3.73K +$3.82K +35 New
VCM
780
Versant Capital Management
Arizona
$3.61K – – –
CA
781
Clearstead Advisors
Ohio
$3.5K – – –
LC
782
Lindbrook Capital
California
$3.5K – – –
NFSG
783
Newbridge Financial Services Group
Florida
$3.5K – – –
JWM
784
Janiczek Wealth Management
Colorado
$3.28K – – –
VNA
785
Valley National Advisers
Pennsylvania
$3K – – –
TSA
786
Tri-Star Advisors
Texas
$2.5K +$2.62K +24 New
OFG
787
Oxford Financial Group
Indiana
$2.12K – – –
PP
788
PFS Partners
New Jersey
$2.02K – – –
PGAM
789
Princeton Global Asset Management
New Jersey
$1.38K – – –
FAM
790
Family Asset Management
South Carolina
$1.17K – – –
AIP
791
Ahrens Investment Partners
Louisiana
$1.06K +$1.09K +10 New
CL
792
COWA LLC
Oklahoma
$970 +$13.4M +122,812 New
FSWA
793
Financial Synergies Wealth Advisors
Texas
$769 – – –
BIA
794
Bell Investment Advisors
California
$638 – – –
FGAM
795
Financial Gravity Asset Management
Texas
$344 +$109 +1 +1%
SCA
796
Stonebridge Capital Advisors
Minnesota
$319 – – –
BA
797
Ballast Advisors
Minnesota
$106 +$109 +1 New
FCAG
798
First Capital Advisors Group
New Jersey
$66 +$109 +1 New
RWM
799
Ruedi Wealth Management
Illinois
$3 – – –
AWMS
800
Advocacy Wealth Management Services
Georgia
– -$31.9M -303,100 Closed
30 31
32
33 34