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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
Campion Asset Management
Virginia
$203K +$206K +1,390 New
USCWA
777
U.S. Capital Wealth Advisors
Texas
$202K +$206K +1,389 New
FBFS
778
First Business Financial Services
Wisconsin
$201K +$204K +1,377 New
VP
779
Verum Partners
North Carolina
$200K +$204K +1,375 New
PGAM
780
Princeton Global Asset Management
New Jersey
$199K – – –
BOJHT
781
Bank of Jackson Hole Trust
Wyoming
$197K – – –
RFG
782
REAP Financial Group
Texas
$193K -$7.27K -49 -4%
AC
783
AlphaCore Capital
California
$193K +$112K +753 +132%
IAIM
784
International Assets Investment Management
Florida
$191K -$55.2K -372 -22%
AIM
785
Anchor Investment Management
South Carolina
$190K -$6.38K -43 -3%
OC
786
Oakworth Capital
Alabama
$187K – – –
CF
787
Centaurus Financial
California
$186K +$4.01K +27 +2%
PCA
788
Providence Capital Advisors
North Carolina
$181K -$154K -1,036 -45%
TAM
789
Townsend Asset Management
North Carolina
$173K +$445 +3 +0.3%
PAG
790
Paladin Advisory Group
Iowa
$168K +$12.6K +85 +8%
AI
791
Ariel Investments
Illinois
$167K +$170K +1,145 New
RIA
792
Realta Investment Advisors
Delaware
$164K +$9.2K +62 +6%
DJSG
793
D.J. St. Germain
Massachusetts
$164K -$3.71K -25 -2%
PWMG
794
Prestige Wealth Management Group
New Jersey
$157K – – –
SIM
795
Synergy Investment Management
Florida
$154K +$157K +1,056 New
CFG
796
Clayton Financial Group
Missouri
$153K – – –
HPIA
797
Hamilton Point Investment Advisors
North Carolina
$151K – – –
RFS
798
Richardson Financial Services
Massachusetts
$148K – – –
GI
799
GAMMA Investing
California
$146K -$57.3K -386 -28%
RFP
800
Root Financial Partners
California
$145K +$2.23K +15 +2%
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