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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1001
Caldwell Sutter Capital
California
$10.7K – – –
OL
1002
one8zero8 LLC
North Carolina
$10.7K – – –
TVWM
1003
Tower View Wealth Management
Wisconsin
$10.1K – – –
AFC
1004
Ares Financial Consulting
California
$9.96K +$158 +1 +2%
MFT
1005
Moisand Fitzgerald Tamayo
Florida
$9.38K – – –
BIM
1006
Breakwater Investment Management
Washington
$9.05K – – –
DFC
1007
DB Fitzpatrick & Co
Idaho
$9.05K – – –
IRAG
1008
Investment Research & Advisory Group
Georgia
$9.05K +$8.68K +55 New
KFP
1009
Kerr Financial Planning
California
$8.39K – – –
BHWM
1010
Beaird Harris Wealth Management
Texas
$8.23K +$7.89K +50 New
PWA
1011
Provenance Wealth Advisors
Florida
$8.01K – – –
PFM
1012
Phillips Financial Management
Indiana
$7.9K – – –
SGFG
1013
Silver Grove Financial Group
New York
$7.9K +$7.57K +48 New
MFC
1014
Morris Financial Concepts
South Carolina
$7.39K – – –
CCC
1015
Chelsea Counsel Company
California
$6.91K – – –
LFG
1016
Larson Financial Group
Missouri
$6.9K – – –
FCT
1017
First Community Trust
Iowa
$6.75K – – –
SL
1018
Salomon & Ludwin
Virginia
$6.59K – – –
T
1019
Tidemark
California
$6.58K +$6.31K +40 New
1L
1020
10Elms LLP
Oklahoma
$6.09K – – –
DSC
1021
Daytona Street Capital
Missouri
$5.63K – – –
TSMHT
1022
Thurston Springer Miller Herd & Titak
Indiana
$5.6K – – –
NRG
1023
Nemes Rush Group
Michigan
$4.94K – – –
ABC
1024
Anchor Bay Capital
California
$4.62K +$4.26K +27 New
WWM
1025
Wolff Wiese Magana
California
$4.61K – – –
39 40
41
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