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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
401
Heritage Trust
Oklahoma
$14K – – –
PMFA
402
Plante Moran Financial Advisors
Michigan
$14K – – –
NFG
403
Next Financial Group
Texas
$13K -$26.4K -315 -67%
VIA
404
Vantage Investment Advisors
Pennsylvania
$13K -$11.3K -135 -47%
LNB
405
Ledyard National Bank
$13K – – –
SFG
406
SevenBridge Financial Group
Pennsylvania
$13K – – –
BGIM
407
Brandywine Global Investment Management
Pennsylvania
$13K +$12.8K +153 New
FPS
408
Fieldpoint Private Securities
Connecticut
$12K +$11.7K +140 New
VNA
409
Valley National Advisers
Pennsylvania
$11K – – –
MIM
410
Macroview Investment Management
Maryland
$11K +$8.55K +102 +464%
BCI
411
Brinker Capital Investments
Pennsylvania
$10K – – –
EWM
412
Endurance Wealth Management
Rhode Island
$10K – – –
GBT
413
Grove Bank & Trust
Florida
$10K – – –
RIA
414
RPG Investment Advisory
California
$10K – – –
TDC
415
Thompson Davis & Co
Virginia
$10K – – –
ACM
416
Armbruster Capital Management
New York
$9K – – –
CAL
417
Capital Advisors Ltd
Ohio
$9K – – –
AF
418
Allworth Financial
California
$8K – – –
DBT
419
Dubuque Bank & Trust
Iowa
$8K +$7.46K +89 New
BWL
420
Bogart Wealth LLC
Virginia
$7K +$6.7K +80 New
HFM
421
Hartford Financial Management
Connecticut
$6K +$6.7K +80 New
SBL
422
Sargent Bickham Lagudis
Colorado
$5K -$4.86K -58 -50%
CBT
423
Capital Bank & Trust
California
$5K – – –
IP
424
Intellectus Partners
California
$5K – – –
DPA
425
Delphi Private Advisors
California
$4K -$5.7K -68 -57%
15 16
17
18 19