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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
851
Capital Advisors Ltd
Ohio
$23K -$9.77K -75 -29%
BFPW
852
BOK Financial Private Wealth
Colorado
$22.8K – – –
MA
853
Montag & Associates
Georgia
$22.2K – – –
FG
854
Fairman Group
Pennsylvania
$21.1K +$130 +1 +0.6%
AFG
855
Albion Financial Group
Utah
$20.4K -$8.98K -69 -30%
SS
856
Sunbelt Securities
Texas
$19.9K -$96.6K -742 -82%
HFS
857
Hantz Financial Services
Michigan
$19K -$2.87K -22 -13%
FMB
858
Field & Main Bank
Kentucky
$18.9K – – –
HC
859
Hara Capital
Washington
$18.6K – – –
SIC
860
Salem Investment Counselors
North Carolina
$18.1K – – –
WCM
861
Winthrop Capital Management
Indiana
$18K – – –
IF
862
Integrity Financial
Wyoming
$17K +$17.6K +135 New
CFFP
863
Center for Financial Planning
Michigan
$16.8K +$2.21K +17 +15%
MAS
864
MPWM Advisory Solutions
Georgia
$16.3K – – –
HWP
865
Highline Wealth Partners
California
$16K – – –
SAM
866
Smartleaf Asset Management
Massachusetts
$16K +$16.7K +128 New
POIA
867
Pin Oak Investment Advisors
Texas
$16K – – –
OWP
868
ORG Wealth Partners
Texas
$15.3K +$15.8K +121 New
BIG
869
Brooklyn Investment Group
New York
$15.1K +$7.29K +56 +88%
MPCG
870
Matrix Private Capital Group
New York
$15.1K – – –
MLA
871
MB, Levis & Associates
Pennsylvania
$15K – – –
FDW
872
Fourth Dimension Wealth
Ohio
$15K – – –
HHGA
873
Halbert Hargrove Global Advisors
California
$14.2K – – –
CFO
874
CVA Family Office
Colorado
$14K – – –
MG
875
MilWealth Group
Wisconsin
$13.9K – – –
33 34
35
36 37