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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
PrairieView Partners
Minnesota
$32K – – –
CSB
827
City State Bank
Iowa
$31.7K – – –
BWL
828
Bogart Wealth LLC
Virginia
$31.6K +$4.51K +36 +18%
GWP
829
Gen-Wealth Partners
Michigan
$31.6K +$376 +3 +1%
RIL
830
Rothschild Investment LLC
Illinois
$29.7K – – –
ACA
831
American Capital Advisory
Idaho
$29.1K – – –
TCA
832
Trifecta Capital Advisors
Illinois
$29.1K – – –
BONH
833
Bank of New Hampshire
New Hampshire
$28.3K – – –
WIM
834
Westside Investment Management
California
$26.8K +$13K +104 +108%
RA
835
Rise Advisors
New York
$26.6K +$1K +8 +4%
BAM
836
Bellevue Asset Management
Washington
$26.4K – – –
MFC
837
Mechanics Financial Corp
Ohio
$26K – – –
PIP
838
Peachtree Investment Partners
Florida
$25.4K +$125 +1 +0.5%
CT
839
Clearstead Trust
Maine
$25.2K +$24K +191 New
TTIC
840
Tower Trust & Investment Company
Iowa
$25.1K – – –
AW
841
Avion Wealth
Texas
$25K – – –
OLVIG
842
Oliver Lagore Vanvalin Investment Group
Michigan
$24.3K +$24.2K +193 New
BFPW
843
BOK Financial Private Wealth
Colorado
$23.9K – – –
RF
844
Roxbury Financial
New Jersey
$23.4K – – –
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$23.3K -$4.01K -32 -15%
MA
846
Montag & Associates
Georgia
$23.3K – – –
AWM
847
Abound Wealth Management
Tennessee
$22.8K -$6.27K -50 -22%
FGC
848
Financial Gravity Companies
Texas
$22.5K +$21.3K +170 New
AFG
849
Albion Financial Group
Utah
$21.4K – – –
HC
850
Hara Capital
Washington
$19.6K – – –
32 33
34
35 36