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iShares Russell Mid-Cap Value ETF
IWS

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