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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
951
OneDigital Investment Advisors
Kansas
– -$228K -1,810 Closed
RFA
952
Resurgent Financial Advisors
Georgia
– -$224K -1,778 Closed
TFA
953
TPG Financial Advisors
Oregon
– -$219K -1,736 Closed
CCMG
954
Clark Capital Management Group
Pennsylvania
– -$208K -1,653 Closed
GC
955
Grimes & Company
Massachusetts
– -$202K -1,607 Closed
CWP
956
Cyndeo Wealth Partners
Florida
– -$201K -1,596 Closed
AWA
957
Arete Wealth Advisors
Illinois
– -$201K -1,594 Closed
EI
958
eCIO Inc
Wisconsin
– -$172K -1,369 Closed
LRWM
959
Lord & Richards Wealth Management
Colorado
– -$152K -1,205 Closed
KIM
960
Kestra Investment Management
Texas
– -$140K -1,108 Closed
SFGP
961
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$78.5K -623 Closed
EWM
962
EPG Wealth Management
Georgia
– -$75.5K -599 Closed
SIM
963
Synergy Investment Management
Florida
– -$73.9K -587 Closed
FAM
964
Flaharty Asset Management
Florida
– -$70K -556 Closed
RFA
965
Reyes Financial Architecture
California
– -$62.5K -496 Closed
WW
966
Winnow Wealth
Texas
– -$42.8K -340 Closed
DWM
967
Darwin Wealth Management
Florida
– -$43.3K -335 Closed
MFA
968
McClarren Financial Advisors
Pennsylvania
– -$49K -251 Closed
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$31.2K -248 Closed
CAWM
970
Capital A Wealth Management
Pennsylvania
– -$27.6K -219 Closed
HC
971
Hoese & Co
Minnesota
– -$25.6K -203 Closed
SAM
972
Smartleaf Asset Management
Massachusetts
– -$16K -128 Closed
HCP
973
Hexagon Capital Partners
Arkansas
– -$9.57K -76 Closed
MWM
974
Mascoma Wealth Management
New Hampshire
– -$6.05K -48 Closed
WA
975
Whipplewood Advisors
Colorado
– -$4.79K -48 Closed
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