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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
826
AlphaCore Capital
California
$31.5K +$32.6K +250 New
LWMI
827
Legacy Wealth Management (Idaho)
Idaho
$31.4K – – –
LWANC
828
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.2K – – –
HFS
829
Hughes Financial Services
Virginia
$31.2K +$32.2K +247 New
CWM
830
CarsonAllaria Wealth Management
Illinois
$31.1K – – –
CSB
831
City State Bank
Iowa
$30.2K – – –
PP
832
PrairieView Partners
Minnesota
$30K – – –
GWP
833
Gen-Wealth Partners
Michigan
$29.7K +$260 +2 +0.9%
RIL
834
Rothschild Investment LLC
Illinois
$28.3K – – –
AWM
835
Abound Wealth Management
Tennessee
$28.1K – – –
ACA
836
American Capital Advisory
Idaho
$27.7K – – –
TCA
837
Trifecta Capital Advisors
Illinois
$27.7K +$28.6K +220 New
CAWM
838
Capital A Wealth Management
Pennsylvania
$27.6K -$3.91K -30 -12%
BONH
839
Bank of New Hampshire
New Hampshire
$27K – – –
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$26.2K -$14.5K -111 -35%
FNWM
841
Financial Network Wealth Management
Utah
$26K +$27.5K +211 New
BWL
842
Bogart Wealth LLC
Virginia
$25.6K – – –
HC
843
Hoese & Co
Minnesota
$25.6K – – –
BAM
844
Bellevue Asset Management
Washington
$25.2K -$25K -192 -49%
MFC
845
Mechanics Financial Corp
Ohio
$24.8K – – –
RA
846
Rise Advisors
New York
$24.4K +$130 +1 +0.5%
PIP
847
Peachtree Investment Partners
Florida
$24.1K +$24.9K +191 New
AW
848
Avion Wealth
Texas
$24K – – –
TTIC
849
Tower Trust & Investment Company
Iowa
$23.3K +$24.7K +190 New
RF
850
Roxbury Financial
New Jersey
$23.2K – – –
32 33
34
35 36