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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
401
Trust Company of Vermont
Vermont
$66K – – –
BBA
402
Braun-Bostich & Associates
Pennsylvania
$66K +$64.6K +743 New
VDFA
403
Vickerman & Driscoll Financial Advisors
Washington
$64K +$62.3K +717 New
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$64K +$62.7K +722 New
CIM
405
Contravisory Investment Management
Massachusetts
$61K +$9.47K +109 +19%
FPS
406
Fieldpoint Private Securities
Connecticut
$60K +$46.1K +530 +379%
TL
407
TrueWealth LLC
Georgia
$58K +$56.6K +651 New
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$57K – – –
WC
409
Whitnell & Co
Illinois
$53K – – –
GTAM
410
Global Trust Asset Management
Florida
$53K +$52.1K +600 New
CBT
411
Capital Bank & Trust
California
$51K +$44.5K +512 +914%
SFC
412
SYM Financial Corp
Indiana
$51K +$49.4K +568 New
WWMSC
413
Wagner Wealth Management (South Carolina)
South Carolina
$50K +$48K +552 New
RWM
414
Raffa Wealth Management
District of Columbia
$48.7K +$521 +6 +1%
MOS
415
MGO One Seven
Ohio
$45K +$43.5K +501 New
CFA
416
Carroll Financial Associates
North Carolina
$40K – – –
SIAP
417
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K – – –
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$38K – – –
RFWA
419
RPg Family Wealth Advisory
Massachusetts
$37.4K – – –
VFA
420
Valeo Financial Advisors
Indiana
$37K +$7.91K +91 +28%
CP
421
Corbenic Partners
Pennsylvania
$36K – – –
NSB
422
Norway Savings Bank
Maine
$36K – – –
RCG
423
Ruggie Capital Group
Florida
$35K – – –
VCM
424
Vigilant Capital Management
Maine
$35K +$9.82K +113 +41%
WCM
425
Whitener Capital Management
North Carolina
$35K +$34.3K +395 New
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17
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