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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K – – –
CF
427
Centaurus Financial
California
$116K +$115K +1,305 New
AOWM
428
Alpha Omega Wealth Management
Virginia
$109K – – –
S
429
SignatureFD
Georgia
$107K -$527 -6 -0.5%
CFG
430
Citizens Financial Group
Rhode Island
$106K -$67.4K -768 -39%
FPS
431
Fieldpoint Private Securities
Connecticut
$104K +$103K +1,171 New
BBA
432
Braun-Bostich & Associates
Pennsylvania
$98K +$31.4K +358 +48%
KCPG
433
Kavar Capital Partners Group
Kansas
$98K +$96.2K +1,095 New
PB
434
Pinnacle Bancorp
Nebraska
$95K – – –
TC
435
Trust Company
Kansas
$91K -$28.1K -320 -24%
BBHC
436
Brown Brothers Harriman & Co
New York
$91K -$14.4K -164 -14%
WP
437
WealthShield Partners
North Carolina
$86K – – –
OIA
438
Optimum Investment Advisors
Illinois
$85K – – –
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$84K +$54K +615 +189%
JCM
440
Jacobi Capital Management
Pennsylvania
$78K – – –
DSC
441
Duncker Streett & Co
Missouri
$77K – – –
BAM
442
Barrett Asset Management
New York
$74K – – –
VFA
443
Valeo Financial Advisors
Indiana
$74K +$176 +2 +0.2%
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$72K – – –
TF
445
TimeScale Financial
Massachusetts
$67K +$66.3K +755 New
JGIA
446
Jackson Grant Investment Advisers
Connecticut
$66K +$263 +3 +0.4%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$65K +$25.8K +294 +68%
DWM
448
Destination Wealth Management
California
$65K +$38.8K +442 +156%
TCOV
449
Trust Company of Vermont
Vermont
$64K – – –
FCA
450
FinTrust Capital Advisors
South Carolina
$63K -$38K -433 -38%
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