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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LIS
826
Legacy Investment Solutions
Idaho
$32.9K +$31.2K +249 New
CWM
827
CarsonAllaria Wealth Management
Illinois
$32.6K – – –
PP
828
PrairieView Partners
Minnesota
$32K – – –
CSB
829
City State Bank
Iowa
$31.7K – – –
BWL
830
Bogart Wealth LLC
Virginia
$31.6K +$4.51K +36 +18%
GWP
831
Gen-Wealth Partners
Michigan
$31.6K +$376 +3 +1%
RIL
832
Rothschild Investment LLC
Illinois
$29.7K – – –
ACA
833
American Capital Advisory
Idaho
$29.1K – – –
TCA
834
Trifecta Capital Advisors
Illinois
$29.1K – – –
BONH
835
Bank of New Hampshire
New Hampshire
$28.3K – – –
WIM
836
Westside Investment Management
California
$26.8K +$13K +104 +108%
RA
837
Rise Advisors
New York
$26.6K +$1K +8 +4%
BAM
838
Bellevue Asset Management
Washington
$26.4K – – –
MFC
839
Mechanics Financial Corp
Ohio
$26K – – –
PIP
840
Peachtree Investment Partners
Florida
$25.4K +$125 +1 +0.5%
CT
841
Clearstead Trust
Maine
$25.2K +$24K +191 New
TTIC
842
Tower Trust & Investment Company
Iowa
$25.1K – – –
AW
843
Avion Wealth
Texas
$25K – – –
OLVIG
844
Oliver Lagore Vanvalin Investment Group
Michigan
$24.3K +$24.2K +193 New
BFPW
845
BOK Financial Private Wealth
Colorado
$23.9K – – –
RF
846
Roxbury Financial
New Jersey
$23.4K – – –
MPWT
847
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$4.01K -32 -15%
MA
848
Montag & Associates
Georgia
$23.3K – – –
AWM
849
Abound Wealth Management
Tennessee
$22.8K -$6.27K -50 -22%
FGC
850
Financial Gravity Companies
Texas
$22.5K +$21.3K +170 New
32 33
34
35 36