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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
426
Vigilant Capital Management
Maine
$35K +$9.82K +113 +41%
WCM
427
Whitener Capital Management
North Carolina
$35K +$34.3K +395 New
AIM
428
Advantage Investment Management
Iowa
$34K -$10.4K -120 -24%
HDIM
429
Hanson & Doremus Investment Management
Vermont
$33K – – –
WAM
430
Watermark Asset Management
California
$33K – – –
THWM
431
Taylor Hoffman Wealth Management
Virginia
$33K +$32.6K +375 New
BWM
432
Baystate Wealth Management
Massachusetts
$31K – – –
OIA
433
OneDigital Investment Advisors
Kansas
$29K +$28.7K +330 New
PK
434
Pflug Koory
Nebraska
$28K – – –
SNT
435
Security National Trust
West Virginia
$28K – – –
FANJ
436
Financial Architects (New Jersey)
New Jersey
$27K -$2.17K -25 -8%
JCM
437
Jacobi Capital Management
Pennsylvania
$27K – – –
BBPWM
438
Blue Bell Private Wealth Management
Pennsylvania
$26K – – –
LFA
439
Legacy Financial Advisors
Kentucky
$26K +$26.1K +300 New
CHP
440
Cable Hill Partners
Oregon
$24K – – –
FWM
441
Focused Wealth Management
New York
$23K -$22.3K -257 -50%
POIA
442
Pin Oak Investment Advisors
Texas
$23K +$22.8K +262 New
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$87 +1 +0.4%
PG
444
Patten Group
Tennessee
$21K – – –
SWP
445
Strategic Wealth Partners
Ohio
$20K +$19.8K +228 New
VIA
446
Vantage Investment Advisors
Pennsylvania
$19K +$5.74K +66 +43%
AWA
447
Acorn Wealth Advisors
Michigan
$19K +$18.2K +209 New
FRA
448
Front Row Advisors
California
$19K +$18.2K +209 New
HR
449
Howe & Rusling
New York
$18K – – –
RE
450
RBC Europe
United Kingdom
$17.6K – – –
16 17
18
19 20