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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
326
Krilogy Financial
Missouri
$13K +$12.5K +190 New
VNA
327
Valley National Advisers
Pennsylvania
$12K – – –
WTB
328
Washington Trust Bank
Washington
$11K -$5.09M -77,259 -100%
PMFA
329
Plante Moran Financial Advisors
Michigan
$11K -$88.4K -1,340 -89%
ADL
330
Asset Dedication LLC
California
$11K – – –
BFEC
331
Benjamin F. Edwards & Company
Missouri
$11K – – –
LNB
332
Ledyard National Bank
$11K – – –
OCM
333
One Capital Management
California
$9.82K +$392K +5,951 +4%
CAL
334
Capital Advisors Ltd
Ohio
$8K – – –
DPA
335
Delphi Private Advisors
California
$8K – – –
GBT
336
Grove Bank & Trust
Florida
$8K – – –
TDC
337
Thompson Davis & Co
Virginia
$8K – – –
WEC
338
Winslow Evans & Crocker
Massachusetts
$7.87K -$66 -1 -0.9%
BAM
339
Brave Asset Management
New Jersey
$6K – – –
DBT
340
Dubuque Bank & Trust
Iowa
$6K – – –
NC
341
NewSquare Capital
Pennsylvania
$6K +$66 +1 +1%
CWM
342
Catamount Wealth Management
Connecticut
$4K – – –
RFA
343
Reilly Financial Advisors
California
$4K – – –
RWM
344
Raffa Wealth Management
District of Columbia
$3.4K +$462 +7 +17%
GAM
345
Gemmer Asset Management
California
$3K -$1.98K -30 -41%
SAM
346
Solaris Asset Management
New York
$3K +$3.03K +46 New
BCI
347
Brinker Capital Investments
Pennsylvania
$1K -$7.12K -108 -84%
FMP
348
Financial Management Professionals
Texas
$1K – – –
EWM
349
Endurance Wealth Management
Rhode Island
$6 – – –
NFG
350
Noven Financial Group
Colorado
– -$13.4M -194,868 Closed
12 13
14
15 16