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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
301
Colony Group
Massachusetts
$40K – – –
FWM
302
Focused Wealth Management
New York
$40K +$71 +1 +0.2%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$33K +$1.42K +20 +4%
LWA
304
Lowe Wealth Advisors
Maryland
$33K +$34.7K +488 New
JIC
305
Joel Isaacson & Co
New York
$29K – – –
CP
306
Corbenic Partners
Pennsylvania
$27K +$20.5K +288 +240%
AIM
307
Advantage Investment Management
Iowa
$26K – – –
HA
308
Harfst & Associates
Wyoming
$26K – – –
MWP
309
MYCIO Wealth Partners
Pennsylvania
$24K +$25.2K +355 New
FPTW
310
Franklin, Parlapiano, Turner & Welch
Texas
$23K +$24.9K +350 New
GWM
311
Gupta Wealth Management
California
$22K – – –
SNT
312
Security National Trust
West Virginia
$22K – – –
BBPWM
313
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
WA
314
Waverly Advisors
Alabama
$20K +$21K +295 New
FIB
315
First Interstate Bank
Montana
$20K +$21.3K +300 New
CFA
316
Carroll Financial Associates
North Carolina
$19K – – –
WA
317
WFG Advisors
Texas
$19K +$18.8K +265 +1,893%
MDCM
318
Morgan Dempsey Capital Management
Wisconsin
$18K – – –
SCA
319
Strategic Capital Alternatives
United States
$17K -$18.3K -258 -50%
ACS
320
Archford Capital Strategies
Illinois
$17K – – –
ACM
321
Argentus Capital Management
Texas
$17K +$18.3K +258 New
JFA
322
JNBA Financial Advisors
Minnesota
$15K – – –
PCTC
323
Perkins Coie Trust Company
Washington
$15K – – –
RCG
324
Ruggie Capital Group
Florida
$14K -$1.42K -20 -9%
VIA
325
Vantage Investment Advisors
Pennsylvania
$14K – – –
11 12
13
14 15