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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
851
North Star Investment Management
Illinois
$69.7K – – –
EPAM
852
Evelyn Partners Asset Management
$68.1K – – –
BSB
853
Bangor Savings Bank
Maine
$65.7K – – –
OA
854
Operose Advisors
Wisconsin
$65.6K – – –
BW
855
Bravera Wealth
North Dakota
$64.6K +$64K +458 New
LWMI
856
Legacy Wealth Management (Idaho)
Idaho
$64.5K +$29.1K +208 +84%
CTA
857
Colonial Trust Advisors
South Carolina
$63.5K – – –
CSB
858
City State Bank
Iowa
$61.2K +$27.1K +194 +81%
MWA
859
Medallion Wealth Advisors
Connecticut
$58.7K – – –
HCM
860
Hollencrest Capital Management
California
$56.3K – – –
LGWM
861
Litman Gregory Wealth Management
California
$55.3K +$54.8K +392 New
AIP
862
Ameritas Investment Partners
Nebraska
$54.3K +$280 +2 +0.5%
RMP
863
Richards, Merrill & Peterson
Washington
$53.5K +$42.2K +302 +392%
HHCP
864
Hilton Head Capital Partners
South Carolina
$52.2K +$51.7K +370 New
HR
865
Howe & Rusling
New York
$50.9K +$50.5K +361 New
FG
866
Fairman Group
Pennsylvania
$48.4K +$140 +1 +0.3%
MI
867
Motiv8 Investments
Florida
$48K +$47.1K +337 New
JFA
868
JNBA Financial Advisors
Minnesota
$47.8K – – –
APW
869
Aventura Private Wealth
Florida
$45.7K – – –
WETS
870
Wealth Enhancement Trust Services
South Dakota
$45.7K +$45.3K +324 New
CWM
871
Copia Wealth Management
Oregon
$42.3K – – –
HPC
872
HM Payson & Co
Maine
$42.3K – – –
KB
873
Kimelman & Baird
New York
$40.1K – – –
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$39.5K +$39.1K +280 New
HWM
875
Horizons Wealth Management
North Carolina
$39.4K – – –
33 34
35
36 37