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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
926
Hughes Financial Services
Virginia
$40.7K – – –
AWM
927
Abound Wealth Management
Tennessee
$39.6K +$21.8K +138 +135%
CPG
928
Cornerstone Planning Group
New Jersey
$39.4K -$28.6K -181 -43%
FFG
929
Forum Finance Group
$38K – – –
ACA
930
American Capital Advisory
Idaho
$36.2K – – –
TCA
931
Trifecta Capital Advisors
Illinois
$36.2K – – –
MP
932
McDonald Partners
Ohio
$35.9K +$34.4K +218 New
BONH
933
Bank of New Hampshire
New Hampshire
$35.1K – – –
BF
934
Brooklyn FI
New York
$35.1K +$33.5K +212 New
TCM
935
Triumph Capital Management
Colorado
$34.7K – – –
RPC
936
Rossmore Private Capital
Connecticut
$34.6K – – –
CBT
937
Crews Bank & Trust
Florida
$34.2K – – –
FC
938
Financial Consulate
Maryland
$34.1K – – –
GTAM
939
Global Trust Asset Management
Florida
$33.7K -$2.37K -15 -7%
SWP
940
Strategic Wealth Partners
Ohio
$33.1K +$22.7K +144 +253%
WIM
941
Westside Investment Management
California
$32.9K – – –
MFC
942
Mechanics Financial Corp
Ohio
$32.4K – – –
PIP
943
Peachtree Investment Partners
Florida
$32.1K +$158 +1 +0.5%
TTIC
944
Tower Trust & Investment Company
Iowa
$31.3K – – –
SEP
945
Signature Equity Partners
Ohio
$29.5K -$10.7K -68 -28%
RF
946
Roxbury Financial
New Jersey
$29.1K – – –
SRCM
947
Signature Resources Capital Management
California
$28.1K – – –
FGC
948
Financial Gravity Companies
Texas
$28K +$26.8K +170 New
AW
949
Avion Wealth
Texas
$27K – – –
APW
950
Allied Private Wealth
Florida
$26.8K +$25.7K +163 New
36 37
38
39 40