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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$72K +$71.8K +793 New
BBA
402
Braun-Bostich & Associates
Pennsylvania
$67K – – –
JGIA
403
Jackson Grant Investment Advisers
Connecticut
$66K +$362 +4 +0.6%
TCOV
404
Trust Company of Vermont
Vermont
$63K -$3.62K -40 -5%
SFM
405
Signet Financial Management
New Jersey
$61K – – –
VDFA
406
Vickerman & Driscoll Financial Advisors
Washington
$59K -$4.16K -46 -7%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$58K – – –
BFC
408
Bedel Financial Consulting
Indiana
$57K – – –
S
409
SignatureFD
Georgia
$55K -$11.6K -128 -17%
BAMG
410
Brand Asset Management Group
Missouri
$55K – – –
GTAM
411
Global Trust Asset Management
Florida
$54K – – –
APP
412
Avantax Planning Partners
Iowa
$54K +$53.9K +596 New
BCI
413
Brinker Capital Investments
Pennsylvania
$51K +$19.6K +216 +61%
BWM
414
BerganKDV Wealth Management
Minnesota
$50K – – –
RWM
415
Raffa Wealth Management
District of Columbia
$49.8K +$272 +3 +0.5%
CFA
416
Carroll Financial Associates
North Carolina
$49K – – –
WC
417
Whitnell & Co
Illinois
$49K – – –
BWM
418
Baystate Wealth Management
Massachusetts
$45K +$272 +3 +0.6%
SFC
419
SYM Financial Corp
Indiana
$42K – – –
LWA
420
Lenox Wealth Advisors
New York
$41K +$41.2K +455 New
TRCT
421
Tower Research Capital (TRC)
New York
$39K -$930K -10,274 -96%
DWM
422
Destination Wealth Management
California
$39K -$3.53K -39 -8%
BFEC
423
Benjamin F. Edwards & Company
Missouri
$39K – – –
SIAP
424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K – – –
TL
425
TrueWealth LLC
Georgia
$39K – – –
15 16
17
18 19