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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$5.58K -$13.1K -125 -70%
MWM
802
Mascoma Wealth Management
New Hampshire
$5.27K – – –
RPCA
803
Running Point Capital Advisors
California
$5.16K – – –
CYG
804
Clean Yield Group
Vermont
$4.95K +$4.93K +47 New
CWC
805
Carolinas Wealth Consulting
North Carolina
$4.85K – – –
CWA
806
Clearview Wealth Advisors
Oregon
$4.74K – – –
MFC
807
Morris Financial Concepts
South Carolina
$4.73K – – –
MPCL
808
My Personal CFO LLC
Washington
$4.32K +$4.3K +41 New
RFS
809
Retirement Financial Solutions
Tennessee
$4.32K +$4.3K +41 New
VCM
810
Versant Capital Management
Arizona
$3.58K +$3.57K +34 New
CA
811
Clearstead Advisors
Ohio
$3.48K – – –
LC
812
Lindbrook Capital
California
$3.48K +$1.99K +19 +136%
NFSG
813
Newbridge Financial Services Group
Florida
$3.46K – – –
JWM
814
Janiczek Wealth Management
Colorado
$3.45K – – –
VNA
815
Valley National Advisers
Pennsylvania
$3K – – –
WWP
816
WR Wealth Planners
Missouri
$2.63K +$2.62K +25 New
OFG
817
Oxford Financial Group
Indiana
$2.11K – – –
PP
818
PFS Partners
New Jersey
$2K – – –
FA
819
Fiduciary Alliance
South Carolina
$2K +$1.99K +19 New
TAM
820
Tucker Asset Management
Colorado
$1.8K – – –
CA
821
Corrado Advisors
New Jersey
$1.79K +$1.78K +17 New
TFS
822
TrustCore Financial Services
Tennessee
$1.58K +$1.57K +15 New
PFA
823
Pathway Financial Advisers
Indiana
$1.27K +$1.26K +12 New
FAM
824
Family Asset Management
South Carolina
$1.16K +$1.15K +11 New
PGAM
825
Princeton Global Asset Management
New Jersey
$1K – – –
31 32
33
34 35