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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
476
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
CAGAS
477
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
FANJ
478
Financial Architects (New Jersey)
New Jersey
$23K – – –
JCM
479
Jacobi Capital Management
Pennsylvania
$23K – – –
LFA
480
Legacy Financial Advisors
Kentucky
$23K – – –
HDIM
481
Hanson & Doremus Investment Management
Vermont
$21K – – –
VCM
482
Vigilant Capital Management
Maine
$21K – – –
UB
483
UMB Bank
Missouri
$20.5K +$1.41M +16,873 +7%
FWM
484
Focused Wealth Management
New York
$20K – – –
ACS
485
Archford Capital Strategies
Illinois
$19K – – –
CHP
486
Cable Hill Partners
Oregon
$19K – – –
IFAM
487
Institutional & Family Asset Management
Colorado
$19K – – –
LWANC
488
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K +$20.7K +248 New
PG
489
Patten Group
Tennessee
$18K – – –
SWP
490
Strategic Wealth Partners
Ohio
$16K – – –
MG
491
MilWealth Group
Wisconsin
$15.3K +$16.7K +200 New
RE
492
RBC Europe
United Kingdom
$15K – – –
RCG
493
Ruggie Capital Group
Florida
$15K -$16.1K -193 -49%
BWL
494
Bogart Wealth LLC
Virginia
$15K +$3.18K +38 +23%
PMFA
495
Plante Moran Financial Advisors
Michigan
$15K +$3.26K +39 +24%
FHB
496
First Hawaiian Bank
Hawaii
$14K – – –
FRA
497
Front Row Advisors
California
$14K – – –
LNB
498
Ledyard National Bank
$12K – – –
SFG
499
SevenBridge Financial Group
Pennsylvania
$11K – – –
EWM
500
Executive Wealth Management
Michigan
$11K +$11.7K +140 New
18 19
20
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