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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
801
Highline Wealth Partners
California
$14.5K +$13.3K +125 New
PWMG
802
Private Wealth Management Group
New Jersey
$14.2K +$13K +122 New
MPCG
803
Matrix Private Capital Group
New York
$14K – – –
MLA
804
MB, Levis & Associates
Pennsylvania
$13.8K -$8.42K -79 -40%
CFFP
805
Center for Financial Planning
Michigan
$13.5K – – –
BCMLT
806
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.5K – – –
NRG
807
Nemes Rush Group
Michigan
$13.3K – – –
DIP
808
DT Investment Partners
Pennsylvania
$13.2K +$12.1K +114 New
PWA
809
Provenance Wealth Advisors
Florida
$13K +$11.9K +112 New
WIA
810
Wetzel Investment Advisors
Indiana
$13K +$11.6K +109 New
MG
811
MilWealth Group
Wisconsin
$12.8K – – –
ACA
812
American Capital Advisory
Idaho
$12.8K +$11.7K +110 New
FRA
813
Front Row Advisors
California
$12.7K – – –
GWM
814
Grand Wealth Management
Michigan
$11.3K – – –
APCM
815
Alaska Permanent Capital Management
Alaska
$11.2K -$550K -5,161 -98%
IFAM
816
Institutional & Family Asset Management
Colorado
$11.2K – – –
AWM
817
Activest Wealth Management
Florida
$11K +$107 +1 +1%
TAM
818
Tucker Asset Management
Colorado
$10.7K +$7.99K +75 +441%
BL
819
BFSG LLC
California
$9.77K +$8.95K +84 New
HCP
820
Hexagon Capital Partners
Arkansas
$8.84K – – –
SIC
821
Salem Investment Counselors
North Carolina
$8.72K – – –
SC
822
Stephens Consulting
Michigan
$8.72K – – –
PCWA
823
Pacific Capital Wealth Advisors
California
$8.72K +$7.99K +75 New
FP
824
Financial Perspectives
Minnesota
$8.61K – – –
BWL
825
Bogart Wealth LLC
Virginia
$8.26K – – –
31 32
33
34 35