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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
501
Arden Trust
Delaware
$205K +$195K +1,874 New
DAS
502
Dynamic Advisor Solutions
Arizona
$205K +$195K +1,875 New
LFAS
503
Level Four Advisory Services
Texas
$205K +$196K +1,877 New
HR
504
Hayden Royal
North Carolina
$203K +$193K +1,853 New
FAIM
505
Financial Advocates Investment Management
Washington
$201K -$644K -6,186 -76%
BFA
506
Beacon Financial Advisory
Ohio
$201K -$31.6K -303 -14%
RDFA
507
Ritter Daniher Financial Advisory
Ohio
$198K +$11.5K +110 +6%
CCM
508
Colorado Capital Management
Colorado
$196K -$31.6K -303 -14%
S
509
SignatureFD
Georgia
$195K +$25.9K +249 +16%
FCB
510
First Command Bank
Texas
$188K -$20.8K -200 -10%
FCFS
511
First Command Financial Services
Texas
$188K -$20.8K -200 -10%
HFS
512
HBC Financial Services
Washington
$183K – – –
KFI
513
Key Financial Inc
Pennsylvania
$173K – – –
COCM
514
Charter Oak Capital Management
New Hampshire
$172K -$1.88K -18 -1%
GWS
515
Glassman Wealth Services
Virginia
$169K – – –
DWP
516
Destiny Wealth Partners
Florida
$162K – – –
SWM
517
Sugarloaf Wealth Management
Georgia
$159K -$142K -1,366 -90%
FHC
518
First Horizon Corporation
Tennessee
$159K +$127K +1,224 +514%
BAM
519
Barrett Asset Management
New York
$150K +$36.6K +351 +34%
HF
520
Halpern Financial
Virginia
$145K – – –
CFGS
521
Concourse Financial Group Securities
Alabama
$143K -$40.9K -393 -23%
AIM
522
Anchor Investment Management
South Carolina
$143K – – –
PWMG
523
Prestige Wealth Management Group
New Jersey
$140K -$36.7K -352 -22%
SFS
524
Sowell Financial Services
Arkansas
$130K +$95K +912 +438%
FPS
525
Fieldpoint Private Securities
Connecticut
$128K – – –
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