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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HRIA
301
Haberer Registered Investment Advisor
Ohio
$34K – – –
OIA
302
Optimum Investment Advisors
Illinois
$34K – – –
TCOV
303
Trust Company of Vermont
Vermont
$31K – – –
VNA
304
Valley National Advisers
Pennsylvania
$31K +$33.6K +467 New
FBT
305
Founders Bank & Trust
Michigan
$30K – – –
AIM
306
Advantage Investment Management
Iowa
$28K +$27.5K +382 New
SNT
307
Security National Trust
West Virginia
$23K – – –
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
FANJ
309
Financial Architects (New Jersey)
New Jersey
$22K – – –
S
310
SignatureFD
Georgia
$22K +$10.3K +143 +95%
CFA
311
Carroll Financial Associates
North Carolina
$21K – – –
MWP
312
MYCIO Wealth Partners
Pennsylvania
$21K – – –
PSUF
313
People's United Financial
Connecticut
$20K – – –
FWM
314
Focused Wealth Management
New York
$20K +$144 +2 +0.7%
MDCM
315
Morgan Dempsey Capital Management
Wisconsin
$20K +$19.4K +270 New
ACS
316
Archford Capital Strategies
Illinois
$18K – – –
JIC
317
Joel Isaacson & Co
New York
$18K +$17.1K +238 New
JFA
318
JNBA Financial Advisors
Minnesota
$17K – – –
PCTC
319
Perkins Coie Trust Company
Washington
$17K – – –
TFO
320
Tarbox Family Office
California
$15K – – –
TDC
321
Thompson Davis & Co
Virginia
$15K – – –
VIA
322
Vantage Investment Advisors
Pennsylvania
$15K – – –
GWA
323
Genesis Wealth Advisors
Massachusetts
$14.5K +$13.7K +190 New
PG
324
Patten Group
Tennessee
$14K +$13.3K +185 New
GAM
325
Gemmer Asset Management
California
$13K +$72 +1 +0.6%
11 12
13
14 15