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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
301
Financial Guidance Group
Florida
$1.28M -$33.6K -251 -2%
BBHC
302
Brown Brothers Harriman & Co
New York
$1.26M – – –
EK
303
Evensky & Katz
Florida
$1.23M +$5.62K +42 +0.4%
NPT
304
National Philanthropic Trust
Pennsylvania
$1.22M – – –
GT
305
Greenleaf Trust
Michigan
$1.22M -$93.7K -700 -7%
BFS
306
Bradley Foster & Sargent
Connecticut
$1.21M +$134K +1,000 +12%
SCG
307
Sonata Capital Group
Washington
$1.19M – – –
MWM
308
Meridian Wealth Management
Kentucky
$1.18M +$10K +75 +0.8%
PCH
309
PGIM Custom Harvest
New Jersey
$1.17M – – –
PTC
310
Private Trust Company
Ohio
$1.17M +$71.6K +535 +6%
GIA
311
Gladstone Institutional Advisory
Florida
$1.17M +$45K +336 +4%
BEI
312
Benjamin Edwards Inc
Missouri
$1.16M -$134K -1,000 -10%
TCA
313
Transcend Capital Advisors
New Jersey
$1.15M -$118K -882 -9%
UCFA
314
United Capital Financial Advisors
Texas
$1.14M -$26.9K -201 -2%
VCM
315
Viewpoint Capital Management
Washington
$1.14M -$5.35K -40 -0.5%
AFG
316
Allegheny Financial Group
Pennsylvania
$1.14M +$189K +1,415 +19%
FNT
317
First National Trust
Pennsylvania
$1.13M – – –
TI
318
Truepoint Inc
Ohio
$1.13M -$20.5K -153 -2%
WSFS
319
Wilmington Savings Fund Society
Delaware
$1.12M – – –
MA
320
MCF Advisors
Kentucky
$1.12M +$159K +1,186 +16%
FI
321
FWG Investments
Kentucky
$1.12M +$11.1K +83 +1%
CAM
322
Cozad Asset Management
Illinois
$1.12M +$297K +2,220 +35%
TPI
323
Trust Point Inc
Wisconsin
$1.11M – – –
LGG
324
Luts & Greenleigh Group
Maryland
$1.11M +$10.6K +79 +0.9%
SCM
325
SOL Capital Management
Maryland
$1.09M -$6.69K -50 -0.6%
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