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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
351
Ipswich Investment Management
Massachusetts
$1.15M +$1.18M +7,920 New
ACA
352
AllStreet Capital Advisors
California
$1.15M +$169K +1,139 +17%
MFWP
353
Mosaic Family Wealth Partners
Missouri
$1.15M +$72.9K +491 +7%
GT
354
Glenview Trust
Kentucky
$1.13M -$3.71K -25 -0.3%
GTWM
355
Global Trust Wealth Management
Florida
$1.13M -$48.8K -329 -4%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$1.13M +$124K +837 +12%
GWMIA
357
Global Wealth Management Investment Advisory
Florida
$1.11M -$64.6K -435 -5%
AL
358
ADE LLC
Maryland
$1.1M +$891 +6 +0.1%
FIA
359
Foundations Investment Advisors
Arizona
$1.1M +$46K +310 +4%
SF
360
Summit Financial
New Jersey
$1.1M -$1.45M -9,769 -56%
WIM
361
Warwick Investment Management
Texas
$1.1M – – –
HFBOT
362
Home Federal Bank of Tennessee
Tennessee
$1.08M -$167K -1,125 -13%
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.08M +$153K +1,034 +16%
NP
364
NorthRock Partners
Minnesota
$1.08M -$36.2K -244 -3%
CWM
365
Cornerstone Wealth Management
Missouri
$1.08M -$9.35K -63 -0.8%
Q1WB
366
Quest 10 Wealth Builders
Virginia
$1.07M +$14K +94 +1%
VCM
367
Viewpoint Capital Management
Washington
$1.06M – – –
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$1.06M – – –
FOA
369
Five Oceans Advisors
California
$1.04M – – –
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$1.04M -$107K -721 -9%
NS
371
NBC Securities
Alabama
$1.03M -$78.4K -528 -7%
EWA
372
ERTS Wealth Advisors
Michigan
$1.03M -$313K -2,110 -23%
IB
373
Intrust Bank
Kansas
$1.01M – – –
MA
374
Mutual Advisors
Nebraska
$1.01M -$217K -1,465 -17%
IPW
375
Intergy Private Wealth
Colorado
$1.01M – – –
13 14
15
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