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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
351
Argentus Capital Management
Texas
$25K +$25K +328 New
BBPWM
352
Blue Bell Private Wealth Management
Pennsylvania
$24K – – –
QAM
353
QCI Asset Management
New York
$24K – – –
FANJ
354
Financial Architects (New Jersey)
New Jersey
$23K – – –
FIB
355
First Interstate Bank
Montana
$23K – – –
JCM
356
Jacobi Capital Management
Pennsylvania
$23K – – –
PWM
357
Perigon Wealth Management
California
$23K +$153 +2 +0.7%
FWM
358
Focused Wealth Management
New York
$21K +$1.83K +24 +9%
PG
359
Patten Group
Tennessee
$17.6K – – –
WP
360
WealthPLAN Partners
Nebraska
$17.1K -$41K -538 -70%
HR
361
Howe & Rusling
New York
$17K +$16.4K +215 New
VIA
362
Vantage Investment Advisors
Pennsylvania
$16K – – –
RCG
363
Ruggie Capital Group
Florida
$15K – – –
WAM
364
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
VNA
365
Valley National Advisers
Pennsylvania
$14K – – –
BFEC
366
Benjamin F. Edwards & Company
Missouri
$12K – – –
LNB
367
Ledyard National Bank
$12K – – –
PMFA
368
Plante Moran Financial Advisors
Michigan
$12K – – –
SFG
369
SevenBridge Financial Group
Pennsylvania
$11K – – –
DPA
370
Delphi Private Advisors
California
$9K – – –
GBT
371
Grove Bank & Trust
Florida
$9K – – –
TDC
372
Thompson Davis & Co
Virginia
$9K – – –
CAL
373
Capital Advisors Ltd
Ohio
$8K – – –
DBT
374
Dubuque Bank & Trust
Iowa
$7K – – –
EWM
375
Endurance Wealth Management
Rhode Island
$7K – – –
13 14
15
16 17