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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
901
Bellevue Asset Management
Washington
$29.1K – – –
MFC
902
Mechanics Financial Corp
Ohio
$28.7K – – –
PIP
903
Peachtree Investment Partners
Florida
$28.3K – – –
TTIC
904
Tower Trust & Investment Company
Iowa
$27.7K – – –
SWM
905
SHP Wealth Management
Massachusetts
$26.5K +$3.27K +22 +14%
BFPW
906
BOK Financial Private Wealth
Colorado
$26.4K – – –
RF
907
Roxbury Financial
New Jersey
$25.8K – – –
SRCM
908
Signature Resources Capital Management
California
$24.9K +$13.7K +92 +116%
FGAM
909
Financial Gravity Asset Management
Texas
$24.8K – – –
AW
910
Avion Wealth
Texas
$24K -$3.71K -25 -13%
AFG
911
Albion Financial Group
Utah
$23.6K – – –
SS
912
Sunbelt Securities
Texas
$23K -$52.5K -354 -69%
MS
913
Monetary Solutions
Ohio
$21.9K – – –
HC
914
Hara Capital
Washington
$21.6K – – –
SIC
915
Salem Investment Counselors
North Carolina
$21K +$21.4K +144 New
LCA
916
Legend Capital Advisors
New York
$21K +$21.4K +144 New
WCM
917
Winthrop Capital Management
Indiana
$20K – – –
FMB
918
Field & Main Bank
Kentucky
$19.5K – – –
POIA
919
Pin Oak Investment Advisors
Texas
$19K – – –
MAS
920
MPWM Advisory Solutions
Georgia
$18.8K – – –
MCI
921
MRP Capital Investments
Georgia
$17.8K +$18.1K +122 New
OWP
922
ORG Wealth Partners
Texas
$17.7K – – –
MLA
923
MB, Levis & Associates
Pennsylvania
$17.3K – – –
AG
924
AmeriFlex Group
Nevada
$17.2K -$64.7K -436 -79%
CFFP
925
Center for Financial Planning
Michigan
$16.9K -$14.1K -95 -45%
35 36
37
38 39