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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
951
Albion Financial Group
Utah
$26.7K – – –
MS
952
Monetary Solutions
Ohio
$24.7K – – –
HC
953
Hara Capital
Washington
$24.4K – – –
BAM
954
Bellevue Asset Management
Washington
$24.4K -$8.21K -52 -26%
HFS
955
Hantz Financial Services
Michigan
$24K +$7.89K +50 +52%
SIC
956
Salem Investment Counselors
North Carolina
$23.7K – – –
SWM
957
SHP Wealth Management
Massachusetts
$23K -$6.63K -42 -23%
WCM
958
Winthrop Capital Management
Indiana
$23K – – –
PS
959
Planning Strategies
Pennsylvania
$22.4K +$21.5K +136 New
FMB
960
Field & Main Bank
Kentucky
$22.1K – – –
MAS
961
MPWM Advisory Solutions
Georgia
$21.2K – – –
PWPS
962
Pinnacle Wealth Planning Services
Ohio
$21.1K +$17.4K +110 +611%
POIA
963
Pin Oak Investment Advisors
Texas
$21K – – –
DWM
964
Darwin Wealth Management
Florida
$20.2K +$15.8K +100 +455%
MCI
965
MRP Capital Investments
Georgia
$20.1K – – –
OWP
966
ORG Wealth Partners
Texas
$20K – – –
RF
967
Rossby Financial
Florida
$19.9K -$36.1K -229 -65%
MLA
968
MB, Levis & Associates
Pennsylvania
$19.6K – – –
CFFP
969
Center for Financial Planning
Michigan
$19.1K – – –
FRA
970
Front Row Advisors
California
$18.7K – – –
CFO
971
CVA Family Office
Colorado
$18.4K – – –
CT
972
Clearstead Trust
Maine
$18.3K – – –
EWM
973
Evermay Wealth Management
Virginia
$17.7K – – –
SAM
974
Smartleaf Asset Management
Massachusetts
$17.3K – – –
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$16.5K – – –
37 38
39
40 41