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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
476
Pflug Koory
Nebraska
$24K – – –
LDFR
477
Lehman & Derafelo Financial Resources
Pennsylvania
$24K +$26.6K +318 New
BBPWM
478
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
CAGAS
479
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
FANJ
480
Financial Architects (New Jersey)
New Jersey
$23K – – –
JCM
481
Jacobi Capital Management
Pennsylvania
$23K – – –
LFA
482
Legacy Financial Advisors
Kentucky
$23K – – –
HDIM
483
Hanson & Doremus Investment Management
Vermont
$21K – – –
VCM
484
Vigilant Capital Management
Maine
$21K – – –
FWM
485
Focused Wealth Management
New York
$20K – – –
ACS
486
Archford Capital Strategies
Illinois
$19K – – –
CHP
487
Cable Hill Partners
Oregon
$19K – – –
IFAM
488
Institutional & Family Asset Management
Colorado
$19K – – –
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K +$20.7K +248 New
PG
490
Patten Group
Tennessee
$18K – – –
SWP
491
Strategic Wealth Partners
Ohio
$16K – – –
MG
492
MilWealth Group
Wisconsin
$15.3K +$16.7K +200 New
RE
493
RBC Europe
United Kingdom
$15K – – –
RCG
494
Ruggie Capital Group
Florida
$15K -$16.1K -193 -49%
BWL
495
Bogart Wealth LLC
Virginia
$15K +$3.18K +38 +23%
PMFA
496
Plante Moran Financial Advisors
Michigan
$15K +$3.26K +39 +24%
FHB
497
First Hawaiian Bank
Hawaii
$14K – – –
FRA
498
Front Row Advisors
California
$14K – – –
LNB
499
Ledyard National Bank
$12K – – –
SFG
500
SevenBridge Financial Group
Pennsylvania
$11K – – –
18 19
20
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