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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
$72K – – –
RIL
852
Rothschild Investment LLC
Illinois
$70.7K +$52.1K +351 +262%
EPAM
853
Evelyn Partners Asset Management
$70.4K – – –
TAM
854
Tucker Asset Management
Colorado
$69.2K -$6.09K -41 -8%
BSB
855
Bangor Savings Bank
Maine
$67.9K – – –
CBT
856
CoreFirst Bank & Trust
Kansas
$67.8K -$59.4K -400 -46%
OA
857
Operose Advisors
Wisconsin
$67.8K – – –
CPG
858
Cornerstone Planning Group
New Jersey
$66K -$9.05K -61 -13%
CTA
859
Colonial Trust Advisors
South Carolina
$65.6K – – –
CSB
860
City State Bank
Iowa
$64.7K +$1.48K +10 +2%
AAG
861
Armstrong Advisory Group
Massachusetts
$61.8K -$11.3K -76 -15%
MWA
862
Medallion Wealth Advisors
Connecticut
$60.6K – – –
GWANC
863
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.2K +$60.3K +406 New
AIP
864
Ameritas Investment Partners
Nebraska
$56.3K +$148 +1 +0.3%
RMP
865
Richards, Merrill & Peterson
Washington
$55.2K – – –
HHCP
866
Hilton Head Capital Partners
South Carolina
$53.9K – – –
VDBMI
867
Van Den Berg Management I
Texas
$53.6K -$80.9K -545 -60%
HR
868
Howe & Rusling
New York
$52.6K – – –
RF
869
Rossby Financial
Florida
$51.3K -$41.1K -277 -44%
FG
870
Fairman Group
Pennsylvania
$50.2K +$148 +1 +0.3%
JFA
871
JNBA Financial Advisors
Minnesota
$49.4K – – –
APW
872
Aventura Private Wealth
Florida
$47.2K – – –
BFO
873
Biltmore Family Office
North Carolina
$45.2K -$53.9K -363 -54%
CWM
874
Copia Wealth Management
Oregon
$44.9K +$1.19K +8 +3%
WETS
875
Wealth Enhancement Trust Services
South Dakota
$44.2K -$3.12K -21 -6%
33 34
35
36 37