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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Able Wealth Management
New Jersey
$25.8K +$23.7K +222 New
BONH
777
Bank of New Hampshire
New Hampshire
$24.9K – – –
RDIA
778
RE Dickinson Investment Advisors
Iowa
$24K – – –
CCM
779
Chilton Capital Management
Texas
$23.5K – – –
BAM
780
Bellevue Asset Management
Washington
$23.3K – – –
MFC
781
Mechanics Financial Corp
Ohio
$22.9K – – –
RA
782
Rise Advisors
New York
$22.1K +$213 +2 +1%
NBT
783
Northwest Bank & Trust
Iowa
$22.1K +$20.2K +190 New
AW
784
Avion Wealth
Texas
$22K – – –
GEA
785
Glen Eagle Advisors
New Jersey
$21.5K +$6.29K +59 +47%
AIMA
786
Ables Iannone Moore & Associates
Georgia
$21.3K +$19.5K +183 New
PP
787
Pacifica Partners
Canada
$20.3K +$8.74K +82 +80%
JFG
788
JDM Financial Group
Texas
$19.5K – – –
RIL
789
Rothschild Investment LLC
Illinois
$19.2K +$17.6K +165 New
TCG
790
Transcendent Capital Group
Oklahoma
$18.9K +$17.4K +163 New
FG
791
Fairman Group
Pennsylvania
$18.7K +$17.2K +161 New
KFS
792
Kelly Financial Services
Massachusetts
$18.6K +$17K +160 New
ANBT
793
American National Bank & Trust
Texas
$18.5K – – –
LFA
794
Level Financial Advisors
New York
$17.8K – – –
FMB
795
Field & Main Bank
Kentucky
$17.4K -$7.35K -69 -32%
WCM
796
Winthrop Capital Management
Indiana
$16.2K +$14.8K +139 New
RG
797
Retirement Group
California
$14.7K – – –
TVAMP
798
Tennessee Valley Asset Management Partners
Tennessee
$14.6K +$13.4K +126 New
MAWCM
799
Mine & Arao Wealth Creation & Management
California
$14.5K – – –
MPWT
800
MassMutual Private Wealth & Trust
Connecticut
$14.5K – – –
30 31
32
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