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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
801
Evelyn Partners Asset Management
$67.5K – – –
SIS
802
Sound Income Strategies
Florida
$65.2K -$33.9K -248 -35%
BSB
803
Bangor Savings Bank
Maine
$65.1K – – –
OA
804
Operose Advisors
Wisconsin
$64.9K – – –
CTA
805
Colonial Trust Advisors
South Carolina
$62.9K – – –
CPG
806
Cornerstone Planning Group
New Jersey
$60.4K +$58.8K +430 New
MWA
807
Medallion Wealth Advisors
Connecticut
$58.1K – – –
HWA
808
Heartwood Wealth Advisors
Virginia
$57.1K +$55.9K +409 New
HCM
809
Hollencrest Capital Management
California
$55.7K – – –
BFO
810
Biltmore Family Office
North Carolina
$55.3K – – –
CAM
811
Creekmur Asset Management
Illinois
$55.3K – – –
WTA
812
Washington Trust Advisors
Massachusetts
$55.1K – – –
AIP
813
Ameritas Investment Partners
Nebraska
$53.5K -$5.33K -39 -9%
ITIM
814
Indiana Trust & Investment Management
Indiana
$48.9K – – –
FG
815
Fairman Group
Pennsylvania
$47.7K +$273 +2 +0.6%
WW
816
Winnow Wealth
Texas
$47.6K +$46.5K +340 New
JFA
817
JNBA Financial Advisors
Minnesota
$47.3K – – –
APW
818
Aventura Private Wealth
Florida
$45.3K – – –
PPA
819
Painted Porch Advisors
California
$45.3K +$44.3K +324 New
PAM
820
Palisade Asset Management
Minnesota
$43.3K +$42.4K +310 New
GWSG
821
GPS Wealth Strategies Group
Colorado
$42.4K +$137 +1 +0.3%
HPC
822
HM Payson & Co
Maine
$41.9K -$36.2K -265 -47%
CWM
823
Copia Wealth Management
Oregon
$41.9K – – –
KB
824
Kimelman & Baird
New York
$39.7K – – –
HWM
825
Horizons Wealth Management
North Carolina
$39K – – –
31 32
33
34 35