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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
426
Advantage Investment Management
Iowa
$34K -$10.4K -120 -24%
HDIM
427
Hanson & Doremus Investment Management
Vermont
$33K – – –
WAM
428
Watermark Asset Management
California
$33K – – –
THWM
429
Taylor Hoffman Wealth Management
Virginia
$33K +$32.6K +375 New
BWM
430
Baystate Wealth Management
Massachusetts
$31K – – –
OIA
431
OneDigital Investment Advisors
Kansas
$29K +$28.7K +330 New
PK
432
Pflug Koory
Nebraska
$28K – – –
SNT
433
Security National Trust
West Virginia
$28K – – –
FANJ
434
Financial Architects (New Jersey)
New Jersey
$27K -$2.17K -25 -8%
JCM
435
Jacobi Capital Management
Pennsylvania
$27K – – –
BBPWM
436
Blue Bell Private Wealth Management
Pennsylvania
$26K – – –
LFA
437
Legacy Financial Advisors
Kentucky
$26K +$26.1K +300 New
CHP
438
Cable Hill Partners
Oregon
$24K – – –
FWM
439
Focused Wealth Management
New York
$23K -$22.3K -257 -50%
POIA
440
Pin Oak Investment Advisors
Texas
$23K +$22.8K +262 New
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$87 +1 +0.4%
PG
442
Patten Group
Tennessee
$21K – – –
SWP
443
Strategic Wealth Partners
Ohio
$20K +$19.8K +228 New
VIA
444
Vantage Investment Advisors
Pennsylvania
$19K +$5.74K +66 +43%
AWA
445
Acorn Wealth Advisors
Michigan
$19K +$18.2K +209 New
FRA
446
Front Row Advisors
California
$19K +$18.2K +209 New
HR
447
Howe & Rusling
New York
$18K – – –
RE
448
RBC Europe
United Kingdom
$17.6K – – –
TRCT
449
Tower Research Capital (TRC)
New York
$16K -$3.88M -44,626 -100%
CPA
450
Clear Perspective Advisors
Illinois
$16K – – –
16 17
18
19 20