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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
301
Jefferies Group
New York
$37K +$37.4K +496 New
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$35K – – –
TRCT
303
Tower Research Capital (TRC)
New York
$34K +$35.2K +467 New
JIC
304
Joel Isaacson & Co
New York
$32K +$15.1K +200 +84%
HA
305
Harfst & Associates
Wyoming
$29K +$29.7K +394 New
AIM
306
Advantage Investment Management
Iowa
$28K – – –
WTB
307
Washington Trust Bank
Washington
$28K – – –
GWM
308
Gupta Wealth Management
California
$24K +$9.04K +120 +57%
SNT
309
Security National Trust
West Virginia
$23K – – –
BBPWM
310
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
FANJ
311
Financial Architects (New Jersey)
New Jersey
$22K – – –
CFA
312
Carroll Financial Associates
North Carolina
$21K – – –
TCM
313
Tradewinds Capital Management
Washington
$21K +$21K +279 New
MDCM
314
Morgan Dempsey Capital Management
Wisconsin
$20K – – –
ACS
315
Archford Capital Strategies
Illinois
$18K – – –
JFA
316
JNBA Financial Advisors
Minnesota
$17K – – –
PCTC
317
Perkins Coie Trust Company
Washington
$17K – – –
RCG
318
Ruggie Capital Group
Florida
$16K – – –
VIA
319
Vantage Investment Advisors
Pennsylvania
$15K -$15.5K -206 -50%
GWA
320
Genesis Wealth Advisors
Massachusetts
$14K – – –
PG
321
Patten Group
Tennessee
$13.6K +$13.9K +185 New
VNA
322
Valley National Advisers
Pennsylvania
$13K -$13.2K -175 -50%
LNB
323
Ledyard National Bank
$12K – – –
PMFA
324
Plante Moran Financial Advisors
Michigan
$12K – – –
S
325
SignatureFD
Georgia
$11K -$10.8K -143 -49%
11 12
13
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