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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
26
Polaris Wealth Advisory Group
California
$31.2M +$31.2M +538,889 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$30.4M +$30.4M +524,243 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$29.9M +$29.8M +514,764 New
WT
29
Wilmington Trust
Delaware
$26M +$26.1M +449,669 New
SIM
30
Sigma Investment Management
Oregon
$23.5M +$23.5M +406,358 New
RIA
31
Rushmore Investment Advisors
Texas
$21M +$21M +362,237 New
DS
32
DRW Securities
Illinois
$19.6M +$19.6M +338,303 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$19.5M +$19.5M +336,903 New
BF
34
BOK Financial
Oklahoma
$17.3M +$17.3M +298,649 New
US Bancorp
35
US Bancorp
Minnesota
$16.2M +$16.2M +279,355 New
WTNA
36
Wilmington Trust National Association
Delaware
$14.1M +$14.1M +243,815 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$13.7M +$13.8M +237,311 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$13.7M +$13.7M +236,502 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$13.4M +$13.4M +231,712 New
WSTAM
40
Wilbanks Smith & Thomas Asset Management
Virginia
$13.4M +$13.4M +231,217 New
TRCT
41
Tower Research Capital (TRC)
New York
$12.6M +$12.6M +216,711 New
ANTB
42
AMG National Trust Bank
Colorado
$10.8M +$10.8M +187,084 New
JFG
43
JMG Financial Group
Illinois
$10.6M +$10.6M +183,575 New
QIM
44
Quest Investment Management
Oregon
$10.4M +$10.4M +179,705 New
MA
45
MUFG Americas
New York
$10.3M +$10.3M +178,281 New
JIC
46
Johnson Investment Counsel
Ohio
$9.65M +$9.65M +166,590 New
FMT
47
First Mercantile Trust
Tennessee
$9.42M +$9.42M +162,628 New
BPB
48
Badgley, Phelps & Bell
Washington
$8.83M +$8.84M +152,529 New
NFA
49
Nationwide Fund Advisors
Ohio
$8.79M +$8.8M +151,823 New
BFA
50
Beaumont Financial Advisors
Massachusetts
$7.72M +$7.73M +133,386 New
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