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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
826
Cypress Capital Group
Florida
$206K +$198K +1,252 New
PCA
827
Providence Capital Advisors
North Carolina
$205K – – –
WI
828
WrapManager Inc
California
$204K +$196K +1,239 New
MAM
829
Madison Asset Management
Wisconsin
$203K +$195K +1,234 New
HR
830
Howe & Rusling
New York
$202K +$136K +864 +239%
APFP
831
Action Point Financial Planning
Michigan
$201K +$193K +1,223 New
TAM
832
Townsend Asset Management
North Carolina
$196K +$631 +4 +0.3%
BFPW
833
BOK Financial Private Wealth
Colorado
$192K +$156K +988 +546%
TAP
834
Tounjian Advisory Partners
Florida
$189K +$181K +1,146 New
AI
835
Ariel Investments
Illinois
$188K – – –
DJSG
836
D.J. St. Germain
Massachusetts
$185K – – –
SIM
837
Synergy Investment Management
Florida
$183K +$8.84K +56 +5%
PAG
838
Paladin Advisory Group
Iowa
$183K -$6.47K -41 -4%
GI
839
GAMMA Investing
California
$177K +$11.8K +75 +7%
PWMG
840
Prestige Wealth Management Group
New Jersey
$177K – – –
HPIA
841
Hamilton Point Investment Advisors
North Carolina
$171K – – –
RFS
842
Richardson Financial Services
Massachusetts
$168K – – –
IFWM
843
Institute for Wealth Management
Colorado
$166K +$159K +1,010 New
HNW
844
High Note Wealth
Minnesota
$163K – – –
RIA
845
Realta Investment Advisors
Delaware
$160K -$25.1K -159 -14%
DSC
846
Duncker Streett & Co
Missouri
$158K – – –
BTI
847
Blue Trust Inc
Georgia
$156K -$365K -2,314 -71%
MPCG
848
Matrix Private Capital Group
New York
$156K – – –
FCAS
849
First Command Advisory Services
Texas
$150K -$78.9K -500 -35%
RWM
850
Rialto Wealth Management
New York
$150K – – –
32 33
34
35 36