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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
$34K – – –
WCM
427
Whitener Capital Management
North Carolina
$34K – – –
AIM
428
Advantage Investment Management
Iowa
$33K – – –
HDIM
429
Hanson & Doremus Investment Management
Vermont
$32K – – –
THWM
430
Taylor Hoffman Wealth Management
Virginia
$32K – – –
WAM
431
Watermark Asset Management
California
$32K – – –
CCA
432
Clearwater Capital Advisors
Illinois
$32K +$32.9K +371 New
BWM
433
Baystate Wealth Management
Massachusetts
$30K – – –
OIA
434
OneDigital Investment Advisors
Kansas
$29K – – –
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$28.1K -$340K -3,838 -92%
SNT
436
Security National Trust
West Virginia
$28K – – –
ANBT
437
American National Bank & Trust
Texas
$28K +$28.8K +325 New
LFG
438
LifePlan Financial Group
Ohio
$28K +$29K +327 New
PK
439
Pflug Koory
Nebraska
$27K – – –
FANJ
440
Financial Architects (New Jersey)
New Jersey
$26K – – –
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$26K +$26.6K +300 New
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$25K – – –
JCM
443
Jacobi Capital Management
Pennsylvania
$25K – – –
LFA
444
Legacy Financial Advisors
Kentucky
$25K – – –
CG
445
Cutler Group
California
$25K +$26.6K +300 New
CHP
446
Cable Hill Partners
Oregon
$23K – – –
FWM
447
Focused Wealth Management
New York
$23K +$89 +1 +0.4%
ML
448
McAdam LLC
Pennsylvania
$23K +$23.3K +263 New
ACS
449
Archford Capital Strategies
Illinois
$22K +$22.2K +250 New
IFAM
450
Institutional & Family Asset Management
Colorado
$22K +$22.2K +250 New
16 17
18
19 20