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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
276
Integrated Wealth Concepts
Massachusetts
$488K +$62K +741 +13%
SAM
277
Silvercrest Asset Management
New York
$484K -$12.1K -145 -2%
LSA
278
L & S Advisors
California
$483K +$529K +6,320 New
DWA
279
Dougherty Wealth Advisers
Minnesota
$477K +$472K +5,640 New
CGA
280
Crescent Grove Advisors
Illinois
$473K -$116K -1,388 -18%
GVAG
281
Great Valley Advisor Group
Delaware
$472K +$517K +6,183 New
CFGS
282
Concourse Financial Group Securities
Alabama
$461K +$439K +5,253 +662%
QCG
283
Quadrant Capital Group
Ohio
$459K -$134K -1,600 -21%
AFP
284
Ausdal Financial Partners
Iowa
$458K -$1.57M -18,748 -76%
CC
285
Courier Capital
New York
$457K – – –
NPF
286
Norris Perne & French
Michigan
$455K – – –
TFA
287
Transamerica Financial Advisors
Florida
$455K +$498K +5,954 +595,400%
APP
288
Avantax Planning Partners
Iowa
$450K +$443K +5,295 +888%
FNBT
289
FineMark National Bank & Trust
Florida
$445K +$80.2K +959 +20%
BFPW
290
BOK Financial Private Wealth
Colorado
$438K -$133K -1,590 -22%
CCM
291
Cohen Capital Management
California
$435K – – –
MCM
292
McKinley Capital Management
Alaska
$419K +$459K +5,485 New
CWM
293
Cranbrook Wealth Management
Michigan
$417K – – –
FLI
294
Family Legacy Inc
South Carolina
$412K +$1.67K +20 +0.4%
KWM
295
Kingsview Wealth Management
Oregon
$409K -$18.8K -225 -4%
FNBOO
296
First National Bank of Omaha
Nebraska
$408K – – –
FA
297
FDx Advisors
Illinois
$404K +$170K +2,027 +62%
CRM
298
Cramer Rosenthal McGlynn
Connecticut
$402K +$440K +5,260 New
CWM
299
Cordatus Wealth Management
Pennsylvania
$401K +$439K +5,252 New
PWM
300
Perigon Wealth Management
California
$400K +$405K +4,835 New
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12
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