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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
301
Systematic Financial Management
New Jersey
$47K +$46K +640 New
CG
302
Colony Group
Massachusetts
$43K +$42.3K +589 New
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
HRIA
304
Haberer Registered Investment Advisor
Ohio
$34K – – –
OIA
305
Optimum Investment Advisors
Illinois
$34K – – –
TCOV
306
Trust Company of Vermont
Vermont
$31K – – –
VNA
307
Valley National Advisers
Pennsylvania
$31K +$33.6K +467 New
FBT
308
Founders Bank & Trust
Michigan
$30K – – –
AIM
309
Advantage Investment Management
Iowa
$28K +$27.5K +382 New
SNT
310
Security National Trust
West Virginia
$23K – – –
BBPWM
311
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
FANJ
312
Financial Architects (New Jersey)
New Jersey
$22K – – –
S
313
SignatureFD
Georgia
$22K +$10.3K +143 +95%
CFA
314
Carroll Financial Associates
North Carolina
$21K – – –
MWP
315
MYCIO Wealth Partners
Pennsylvania
$21K – – –
PSUF
316
People's United Financial
Connecticut
$20K – – –
FWM
317
Focused Wealth Management
New York
$20K +$144 +2 +0.7%
MDCM
318
Morgan Dempsey Capital Management
Wisconsin
$20K +$19.4K +270 New
ACS
319
Archford Capital Strategies
Illinois
$18K – – –
JIC
320
Joel Isaacson & Co
New York
$18K +$17.1K +238 New
JFA
321
JNBA Financial Advisors
Minnesota
$17K – – –
PCTC
322
Perkins Coie Trust Company
Washington
$17K – – –
TFO
323
Tarbox Family Office
California
$15K – – –
TDC
324
Thompson Davis & Co
Virginia
$15K – – –
VIA
325
Vantage Investment Advisors
Pennsylvania
$15K – – –
11 12
13
14 15