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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Clearstead Trust
Maine
$15.7K – – –
FRA
927
Front Row Advisors
California
$15.4K – – –
EWM
928
Evermay Wealth Management
Virginia
$15.1K – – –
SAM
929
Smartleaf Asset Management
Massachusetts
$14.9K +$14.7K +105 New
AWM
930
Abound Wealth Management
Tennessee
$14.5K -$4.19K -30 -23%
MPWT
931
MassMutual Private Wealth & Trust
Connecticut
$14.1K -$3.5K -25 -20%
CAL
932
Capital Advisors Ltd
Ohio
$14K – – –
ECA
933
Elevated Capital Advisors
Utah
$13.7K +$13.6K +97 New
ANBT
934
American National Bank & Trust
Texas
$13.3K – – –
SFAM
935
Sawyer Falduto Asset Management
Illinois
$12.6K +$12.4K +89 New
MG
936
MilWealth Group
Wisconsin
$12.4K – – –
BWM
937
Bullock Wealth Management
Indiana
$12.3K – – –
M
938
MOTCO
Texas
$12.3K – – –
HWP
939
Highline Wealth Partners
California
$11.6K -$6.29K -45 -35%
ITIM
940
Indiana Trust & Investment Management
Indiana
$11.3K -$37.7K -270 -77%
SRCM
941
Signature Resources Capital Management
California
$11.1K +$280 +2 +3%
HWA
942
HHM Wealth Advisors
Tennessee
$11K – – –
VWWMG
943
Vermillion & White Wealth Management Group
Pennsylvania
$10.9K -$2.38K -17 -18%
PP
944
Pingora Partners
Wyoming
$10.6K – – –
CB
945
CNB Bank
Pennsylvania
$10.4K +$10.3K +74 New
HFS
946
Hantz Financial Services
Michigan
$10K +$5.03K +36 +109%
CSC
947
Caldwell Sutter Capital
California
$9.17K – – –
OL
948
one8zero8 LLC
North Carolina
$9.17K – – –
TVWM
949
Tower View Wealth Management
Wisconsin
$8.59K – – –
AFC
950
Ares Financial Consulting
California
$8.49K +$8.39K +60 New
36 37
38
39 40