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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
526
Parkside Financial Bank & Trust
Missouri
$301K +$235 +2 +0.1%
BA
527
Bridgewater Advisors
New York
$300K – – –
AIA
528
Arbor Investment Advisors
North Carolina
$299K – – –
BI
529
Ballast Inc
Kentucky
$297K – – –
EI
530
Ellevest Inc
New York
$294K +$235 +2 +0.1%
PIFP
531
Partners in Financial Planning
Virginia
$292K – – –
PPW
532
Pinnacle Private Wealth
Massachusetts
$291K – – –
ZIM
533
Zacks Investment Management
Illinois
$291K +$235 +2 +0.1%
GIA
534
Guyasuta Investment Advisors
Pennsylvania
$290K +$286K +2,428 New
PFC
535
Phocas Financial Corp
California
$287K -$295K -2,503 -51%
MC
536
Moors & Cabot
Massachusetts
$285K -$17K -144 -6%
AA
537
Ancora Advisors
Ohio
$285K – – –
TFGT
538
TS Financial Group (TSFG)
Illinois
$285K +$471 +4 +0.2%
VNB
539
Virginia National Bank
Virginia
$285K +$280K +2,380 New
RCAG
540
Rehmann Capital Advisory Group
Michigan
$284K -$135K -1,146 -33%
ATC
541
Argent Trust Co
Tennessee
$283K -$9.07K -77 -3%
BP
542
Ballentine Partners
Massachusetts
$280K – – –
RFN
543
RDA Financial Network
Iowa
$280K – – –
SCM
544
Southport Capital Management
Tennessee
$275K -$6.24K -53 -2%
FIA
545
Foundations Investment Advisors
Arizona
$275K -$3.3K -28 -1%
FCA
546
FinTrust Capital Advisors
South Carolina
$274K – – –
MA
547
Mutual Advisors
Nebraska
$272K +$16K +136 +6%
BWA
548
Burt Wealth Advisors
Maryland
$271K – – –
AP
549
Appleton Partners
Massachusetts
$270K – – –
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K – – –
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