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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
276
Dowling & Yahnke
California
$259K – – –
BFIM
277
Beese Fulmer Investment Management
Ohio
$258K – – –
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –
CFA
279
CT Financial Advisors
Pennsylvania
$250K -$72 -1 -0%
CCA
280
Cobblestone Capital Advisors
New York
$249K -$5.44K -75 -2%
PFG
281
Pacific Financial Group
Washington
$245K +$239K +3,293 New
KKAMG
282
Kernodle & Katon Asset Management Group
Arkansas
$233K +$2.25K +31 +1%
PFBT
283
Parkside Financial Bank & Trust
Missouri
$232K -$4.64K -64 -2%
EWM
284
Evercore Wealth Management
New York
$230K – – –
IH
285
IFC Holdings
Florida
$230K +$10.9K +151 +5%
EWA
286
EP Wealth Advisors
California
$224K -$121K -1,675 -36%
FTIOP
287
Fiduciary Trust International of Pennsylvania
Pennsylvania
$224K +$3.99K +55 +2%
PAI
288
Pittenger & Anderson Inc
Nebraska
$223K – – –
CBU
289
CIBC Bank USA
Illinois
$222K -$18.1K -250 -8%
MC
290
Middleton & Co
Massachusetts
$217K – – –
HCIA
291
Hochman Cole Investment Advisors
Illinois
$216K – – –
RT
292
Rockland Trust
Massachusetts
$215K – – –
AWA
293
Arete Wealth Advisors
Illinois
$211K +$206K +2,840 New
GWM
294
Greenwich Wealth Management
Connecticut
$209K +$204K +2,809 New
TC
295
Telemus Capital
Michigan
$209K +$204K +2,815 New
BDF
296
Balasa Dinverno & Foltz
$208K +$203K +2,800 New
KIA
297
KCM Investment Advisors
California
$207K +$202K +2,780 New
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$204K – – –
MAM
299
Meeder Asset Management
Ohio
$203K -$62.8K -867 -24%
BAM
300
Berkshire Asset Management
Pennsylvania
$203K +$198K +2,727 New
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