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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
326
Appleton Partners
Massachusetts
$284K – – –
CDIA
327
Capital Directions Investment Advisors
Georgia
$279K – – –
DJSG
328
D.J. St. Germain
Massachusetts
$272K -$4.43K -49 -2%
MCM
329
MV Capital Management
Maryland
$272K – – –
PAI
330
Pittenger & Anderson Inc
Nebraska
$271K – – –
SMC
331
Smith, Moore & Co
Missouri
$261K – – –
AWA
332
Arete Wealth Advisors
Illinois
$259K -$22K -243 -8%
LC
333
LCNB Corp
Ohio
$258K +$258K +2,853 New
LFAS
334
Level Four Advisory Services
Texas
$257K -$28.2M -311,388 -99%
CCM
335
Coldstream Capital Management
Washington
$257K -$10.3K -114 -4%
NWM
336
Northwest Wealth Management
Iowa
$256K – – –
BDF
337
Balasa Dinverno & Foltz
$253K – – –
BRWA
338
B. Riley Wealth Advisors
Florida
$253K +$14.4K +159 +6%
RIS
339
Retirement Income Solutions
Michigan
$252K – – –
BP
340
Ballentine Partners
Massachusetts
$239K +$9.87K +109 +4%
AWS
341
AJ Wealth Strategies
New York
$238K – – –
GC
342
Gratus Capital
Georgia
$237K +$32.6K +360 +16%
PWM
343
Patriot Wealth Management
Texas
$234K +$235K +2,591 New
OC
344
Oakworth Capital
Alabama
$228K – – –
BI
345
Ballast Inc
Kentucky
$227K – – –
BTNA
346
Bremer Trust National Association
Minnesota
$226K – – –
HTC
347
Haverford Trust Company
Pennsylvania
$217K -$15.8K -175 -7%
MC
348
Middleton & Co
Massachusetts
$217K +$217K +2,401 New
KIA
349
KCM Investment Advisors
California
$215K – – –
SYBT
350
Stock Yards Bank & Trust
Kentucky
$211K +$212K +2,345 New
12 13
14
15 16