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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIP
851
Peachtree Investment Partners
Florida
$26.9K +$137 +1 +0.5%
TTIC
852
Tower Trust & Investment Company
Iowa
$26.5K – – –
AW
853
Avion Wealth
Texas
$26K – – –
BFPW
854
BOK Financial Private Wealth
Colorado
$25.3K – – –
CYG
855
Clean Yield Group
Vermont
$24.9K +$24.3K +178 New
RF
856
Roxbury Financial
New Jersey
$24.7K – – –
FGAM
857
Financial Gravity Asset Management
Texas
$23.7K +$23.2K +170 New
AFG
858
Albion Financial Group
Utah
$22.6K – – –
HC
859
Hara Capital
Washington
$20.7K – – –
HNB
860
Hilltop National Bank
Wyoming
$20.5K -$83.4K -610 -81%
SIC
861
Salem Investment Counselors
North Carolina
$20.1K – – –
CIA
862
Cape Investment Advisory
Georgia
$19.4K -$268K -1,958 -93%
WCM
863
Winthrop Capital Management
Indiana
$19K – – –
RIL
864
Rothschild Investment LLC
Illinois
$18.7K -$12.4K -91 -40%
FMB
865
Field & Main Bank
Kentucky
$18.7K – – –
AWM
866
Abound Wealth Management
Tennessee
$18.5K -$5.6K -41 -24%
MAS
867
MPWM Advisory Solutions
Georgia
$18K – – –
HWP
868
Highline Wealth Partners
California
$17.9K – – –
POIA
869
Pin Oak Investment Advisors
Texas
$17.9K – – –
MPWT
870
MassMutual Private Wealth & Trust
Connecticut
$17.5K -$6.97K -51 -29%
OWP
871
ORG Wealth Partners
Texas
$17K – – –
MLA
872
MB, Levis & Associates
Pennsylvania
$16.6K – – –
HHGA
873
Halbert Hargrove Global Advisors
California
$15.8K – – –
CFO
874
CVA Family Office
Colorado
$15.6K – – –
CT
875
Clearstead Trust
Maine
$15.5K -$10.9K -80 -42%
33 34
35
36 37