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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
901
Kohmann Bosshard Financial Services
Ohio
$28.2K +$28K +200 New
MFC
902
Mechanics Financial Corp
Ohio
$27.8K – – –
PIP
903
Peachtree Investment Partners
Florida
$27.3K +$140 +1 +0.5%
AW
904
Avion Wealth
Texas
$27K – – –
CP
905
Covenant Partners
Tennessee
$26.9K -$21.6M -154,567 -100%
TTIC
906
Tower Trust & Investment Company
Iowa
$26.8K – – –
BFPW
907
BOK Financial Private Wealth
Colorado
$25.5K – – –
CYG
908
Clean Yield Group
Vermont
$25.1K – – –
RF
909
Roxbury Financial
New Jersey
$25K – – –
FGAM
910
Financial Gravity Asset Management
Texas
$24K – – –
AFG
911
Albion Financial Group
Utah
$22.9K – – –
SWM
912
SHP Wealth Management
Massachusetts
$22.6K +$22.4K +160 New
MS
913
Monetary Solutions
Ohio
$21.2K +$21K +150 New
HC
914
Hara Capital
Washington
$20.9K – – –
HNB
915
Hilltop National Bank
Wyoming
$20.7K – – –
PP
916
Pacifica Partners
Canada
$20.3K +$16.4K +117 +468%
WCM
917
Winthrop Capital Management
Indiana
$20K – – –
POIA
918
Pin Oak Investment Advisors
Texas
$19K – – –
FMB
919
Field & Main Bank
Kentucky
$18.9K – – –
RIL
920
Rothschild Investment LLC
Illinois
$18.9K – – –
MAS
921
MPWM Advisory Solutions
Georgia
$18.2K – – –
OWP
922
ORG Wealth Partners
Texas
$17.1K – – –
MLA
923
MB, Levis & Associates
Pennsylvania
$16.8K – – –
HHGA
924
Halbert Hargrove Global Advisors
California
$15.9K – – –
CFO
925
CVA Family Office
Colorado
$15.8K +$140 +1 +0.9%
35 36
37
38 39