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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
376
Ruggie Capital Group
Florida
$33K – – –
HDIM
377
Hanson & Doremus Investment Management
Vermont
$32K – – –
WAM
378
Watermark Asset Management
California
$31K – – –
SFM
379
Systematic Financial Management
New Jersey
$30K -$13.2K -158 -31%
AC
380
Alexandria Capital
Virginia
$29K – – –
BWM
381
Baystate Wealth Management
Massachusetts
$29K – – –
FANJ
382
Financial Architects (New Jersey)
New Jersey
$28K +$2.1K +25 +8%
VFA
383
Valeo Financial Advisors
Indiana
$28K +$27.2K +325 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$27.6K -$4.19K -50 -13%
PK
385
Pflug Koory
Nebraska
$27K – – –
JCM
386
Jacobi Capital Management
Pennsylvania
$26K – – –
SNT
387
Security National Trust
West Virginia
$26K – – –
PWM
388
Perigon Wealth Management
California
$26K +$251 +3 +1%
BBPWM
389
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
CHP
390
Cable Hill Partners
Oregon
$23K +$22.5K +268 New
VCM
391
Vigilant Capital Management
Maine
$23K +$23.1K +276 New
AIS
392
Accurate Investment Solutions
Pennsylvania
$22K -$81.4K -971 -79%
BCM
393
Blume Capital Management
California
$22K +$21.4K +255 New
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$168 +2 +0.8%
CCM
395
Covington Capital Management
California
$21K +$21K +250 New
PG
396
Patten Group
Tennessee
$20K – – –
KF
397
Krilogy Financial
Missouri
$18K +$2.43K +29 +16%
HR
398
Howe & Rusling
New York
$17K – – –
RE
399
RBC Europe
United Kingdom
$16.7K +$16.5K +197 New
CPA
400
Clear Perspective Advisors
Illinois
$15K – – –
14 15
16
17 18