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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
876
Cardiff Park Advisors
California
$112K +$473 +3 +0.4%
SC
877
Steph & Co
Wisconsin
$112K – – –
AIM
878
Acropolis Investment Management
Missouri
$110K +$105K +666 New
ST
879
Smithfield Trust
Pennsylvania
$102K – – –
CI
880
CX Institutional
Indiana
$99K -$21.8K -138 -19%
AT
881
Avalon Trust
New Mexico
$98.8K – – –
PWM
882
Provident Wealth Management
Tennessee
$98.1K – – –
DWA
883
Dougherty Wealth Advisers
Minnesota
$97.3K -$14.5K -92 -13%
FFA
884
Founders Financial Alliance
North Carolina
$95.3K +$158 +1 +0.2%
GSWM
885
Golden State Wealth Management
California
$94.3K – – –
TFA
886
Transamerica Financial Advisors
Florida
$93.6K +$89.6K +568 New
BBPWM
887
Blue Bell Private Wealth Management
Pennsylvania
$92K – – –
BTD
888
BankPlus Trust Department
Mississippi
$91.7K – – –
SFG
889
Strive Financial Group
Indiana
$88.1K – – –
GA
890
GoalVest Advisory
New York
$87.4K -$19.1K -121 -19%
BLC
891
Brown, Lisle/Cummings
Rhode Island
$86.4K – – –
RTC
892
Riverview Trust Company
Washington
$85.6K – – –
BW
893
Bravera Wealth
North Dakota
$84.8K +$2.84K +18 +4%
CFM
894
Compass Financial Management
Florida
$84.6K +$78K +494 New
OW
895
Olistico Wealth
Oklahoma
$83K – – –
AIC
896
Archer Investment Corporation
Indiana
$82.6K – – –
LF
897
LifeSteps Financial
California
$82.2K +$78.7K +499 New
BWL
898
Bogart Wealth LLC
Virginia
$82K – – –
NSIM
899
North Star Investment Management
Illinois
$81.3K – – –
UCB
900
United Community Bank
South Carolina
$80.8K -$7.89K -50 -9%
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37 38