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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
226
FineMark National Bank & Trust
Florida
$454K – – –
KCM
227
Kennedy Capital Management
Missouri
$445K +$442K +5,796 New
TBA
228
Train Babcock Advisors
New York
$438K – – –
CAM
229
Cubic Asset Management
Massachusetts
$435K – – –
DADC
230
D.A. Davidson & Co
Montana
$435K +$31K +406 +8%
CCM
231
Cohen Capital Management
California
$426K +$1.6K +21 +0.4%
EK
232
Evensky & Katz
Florida
$423K +$2.29K +30 +0.5%
WT
233
Washington Trust
Rhode Island
$414K – – –
CIC
234
Carnegie Investment Counsel
Ohio
$411K -$81.5K -1,069 -16%
MWAC
235
Mariner Wealth Advisors (Cincinnati)
Ohio
$405K +$7.4K +97 +2%
AA
236
Alesco Advisors
New York
$403K +$16.1K +211 +4%
CNBT
237
Canandaigua National Bank & Trust
New York
$394K – – –
PTC
238
Private Trust Company
Ohio
$393K +$40.6K +532 +12%
ST
239
Sageworth Trust
Pennsylvania
$390K – – –
CFG
240
Citizens Financial Group
Rhode Island
$387K -$30.1K -395 -7%
BP
241
Ballentine Partners
Massachusetts
$385K – – –
IB
242
Intrust Bank
Kansas
$382K – – –
EWA
243
EP Wealth Advisors
California
$380K +$148K +1,940 +64%
VWA
244
V Wealth Advisors
Kansas
$373K -$2.14M -28,103 -85%
TSW
245
Thompson Siegel & Walmsley
Virginia
$373K -$22.1K -290 -6%
TFA
246
Transamerica Financial Advisors
Florida
$369K -$883K -11,583 -71%
RIA
247
Regal Investment Advisors
Michigan
$367K +$23.7K +311 +7%
VFA
248
Voya Financial Advisors
Connecticut
$366K -$499K -6,537 -58%
MHS
249
M Holdings Securities
Oregon
$365K -$102K -1,335 -22%
AIM
250
Allen Investment Management
New York
$359K – – –
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