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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
826
Capital Investment Advisory Services
North Carolina
$96K – – –
GA
827
GoalVest Advisory
New York
$95K -$891 -6 -0.9%
ME
828
McIlrath & Eck
Washington
$89.5K +$14.8K +100 +19%
ST
829
Smithfield Trust
Pennsylvania
$89K -$8.91K -60 -9%
AT
830
Avalon Trust
New Mexico
$87.4K – – –
PWM
831
Provident Wealth Management
Tennessee
$86.9K – – –
LWMI
832
Legacy Wealth Management (Idaho)
Idaho
$86.1K +$19.9K +134 +29%
FFA
833
Founders Financial Alliance
North Carolina
$84.2K +$76.9K +518 +863%
ADL
834
Asset Dedication LLC
California
$83.5K – – –
GSWM
835
Golden State Wealth Management
California
$83.4K +$148 +1 +0.2%
BBPWM
836
Blue Bell Private Wealth Management
Pennsylvania
$81.5K – – –
BTD
837
BankPlus Trust Department
Mississippi
$81.2K – – –
UCB
838
United Community Bank
South Carolina
$78.8K – – –
SFG
839
Strive Financial Group
Indiana
$78K – – –
BLC
840
Brown, Lisle/Cummings
Rhode Island
$76.5K – – –
SIS
841
Sound Income Strategies
Florida
$76.4K +$2.38K +16 +3%
RTC
842
Riverview Trust Company
Washington
$75.8K – – –
FCG
843
Financial Connections Group
California
$75K – – –
OW
844
Olistico Wealth
Oklahoma
$73.5K – – –
AIC
845
Archer Investment Corporation
Indiana
$73.2K – – –
BWL
846
Bogart Wealth LLC
Virginia
$72.6K +$38.4K +259 +108%
BW
847
Bravera Wealth
North Dakota
$72.4K +$5.79K +39 +9%
SWA
848
Strategic Wealth Advisors
Arizona
$72K – – –
NSIM
849
North Star Investment Management
Illinois
$72K – – –
RIL
850
Rothschild Investment LLC
Illinois
$70.7K +$52.1K +351 +262%
32 33
34
35 36