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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
951
Strategic Wealth Partners
Ohio
$8.04K +$7.97K +57 New
BIM
952
Breakwater Investment Management
Washington
$7.76K – – –
DFC
953
DB Fitzpatrick & Co
Idaho
$7.76K – – –
APCM
954
Alaska Permanent Capital Management
Alaska
$7.61K -$140 -1 -2%
KFP
955
Kerr Financial Planning
California
$7.58K – – –
AT
956
Arlington Trust
Alabama
$7.48K – – –
PWA
957
Provenance Wealth Advisors
Florida
$6.87K – – –
MFC
958
Morris Financial Concepts
South Carolina
$6.33K – – –
LFG
959
Larson Financial Group
Missouri
$6.02K -$2.8K -20 -32%
CCC
960
Chelsea Counsel Company
California
$5.92K – – –
FCT
961
First Community Trust
Iowa
$5.78K – – –
SL
962
Salomon & Ludwin
Virginia
$5.77K – – –
PPL
963
Planning Project LLC
Texas
$5.72K +$5.73K +41 New
AP
964
Atwood & Palmer
Missouri
$5.64K – – –
CFS
965
Compass Financial Services
Iowa
$5.51K – – –
1L
966
10Elms LLP
Oklahoma
$5.22K – – –
TSMHT
967
Thurston Springer Miller Herd & Titak
Indiana
$4.79K – – –
GF
968
GGM Financials
Ohio
$4.23K – – –
NRG
969
Nemes Rush Group
Michigan
$4.23K – – –
WWM
970
Wolff Wiese Magana
California
$3.95K – – –
JGIA
971
Jackson Grant Investment Advisers
Connecticut
$3.9K – – –
NMG
972
New Millennium Group
Utah
$3.81K – – –
RF
973
Robinswood Financial
Washington
$3.58K – – –
DF
974
Dunhill Financial
United Kingdom
$3.14K – – –
SN
975
Sittner & Nelson
Oregon
$3.04K +$2.8K +20 New
37 38
39
40 41