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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
451
Balasa Dinverno & Foltz
$297K – – –
BRWA
452
B. Riley Wealth Advisors
Florida
$295K +$18.9K +165 +7%
FCA
453
FinTrust Capital Advisors
South Carolina
$294K -$33K -288 -10%
BAM
454
Berkshire Asset Management
Pennsylvania
$292K -$186K -1,626 -39%
HCIA
455
Hochman Cole Investment Advisors
Illinois
$292K – – –
TA
456
TFG Advisers
Michigan
$291K +$2.75K +24 +1%
PFS
457
Prospera Financial Services
Texas
$289K +$58.6K +511 +26%
BA
458
Bridgewater Advisors
New York
$288K +$287K +2,506 New
PIFP
459
Partners in Financial Planning
Virginia
$287K +$287K +2,500 New
PFBT
460
Parkside Financial Bank & Trust
Missouri
$287K -$9.75K -85 -3%
AIA
461
Arbor Investment Advisors
North Carolina
$286K -$26.7K -233 -9%
BI
462
Ballast Inc
Kentucky
$285K – – –
NL
463
NWAM LLC
Washington
$284K -$691K -6,025 -71%
AP
464
Appleton Partners
Massachusetts
$281K – – –
1IA
465
1834 Investment Advisors
Wisconsin
$279K -$3.44K -30 -1%
SCM
466
Southport Capital Management
Tennessee
$279K – – –
ZIM
467
Zacks Investment Management
Illinois
$279K +$278K +2,427 New
KCM
468
Kennedy Capital Management
Missouri
$277K -$951K -8,295 -77%
FMT
469
First Mercantile Trust
Tennessee
$276K +$251K +2,189 +1,068%
DJSG
470
D.J. St. Germain
Massachusetts
$272K – – –
FHC
471
First Horizon Corporation
Tennessee
$271K +$104K +903 +62%
BP
472
Ballentine Partners
Massachusetts
$270K – – –
SF
473
Summit Financial
New Jersey
$269K +$268K +2,341 New
RFN
474
RDA Financial Network
Iowa
$269K – – –
NPF
475
Norris Perne & French
Michigan
$269K +$688 +6 +0.3%
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