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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
526
Private Portfolio Partners
New Jersey
$207K +$212K +1,830 New
RDFA
527
Ritter Daniher Financial Advisory
Ohio
$205K – – –
NL
528
NWAM LLC
Washington
$204K -$77K -665 -27%
EVM
529
Eaton Vance Management
Massachusetts
$203K -$81.8K -707 -4%
FMC
530
First Merchants Corp
Indiana
$200K – – –
FCB
531
First Command Bank
Texas
$194K – – –
FCFS
532
First Command Financial Services
Texas
$194K – – –
HFS
533
HBC Financial Services
Washington
$188K – – –
GM
534
GeoWealth Management
Illinois
$186K -$636K -5,491 -77%
FMT
535
First Mercantile Trust
Tennessee
$186K -$87.1K -752 -31%
BGIM
536
Brandywine Global Investment Management
Pennsylvania
$186K -$63.3K -547 -25%
GWS
537
Glassman Wealth Services
Virginia
$176K -$695 -6 -0.4%
COCM
538
Charter Oak Capital Management
New Hampshire
$173K +$5.33K +46 +3%
CFGS
539
Concourse Financial Group Securities
Alabama
$172K +$4.63K +40 +3%
KFI
540
Key Financial Inc
Pennsylvania
$167K – – –
BAM
541
Barrett Asset Management
New York
$156K – – –
CCM
542
Covington Capital Management
California
$152K +$119K +1,025 +327%
SIC
543
Salem Investment Counselors
North Carolina
$148K +$143K +1,231 +1,641%
AIM
544
Anchor Investment Management
South Carolina
$148K – – –
PWMG
545
Prestige Wealth Management Group
New Jersey
$143K -$1.5K -13 -1%
CFA
546
Cahill Financial Advisors
Minnesota
$137K +$140K +1,210 New
FPS
547
Fieldpoint Private Securities
Connecticut
$133K – – –
CBT
548
CoreFirst Bank & Trust
Kansas
$130K – – –
DWP
549
Destiny Wealth Partners
Florida
$126K -$274K -2,367 -68%
TAM
550
Townsend Asset Management
North Carolina
$119K – – –
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