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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
151
Evensky & Katz
Florida
$445K +$445K +7,683 New
STC
152
SEI Trust Company
Pennsylvania
$442K +$442K +7,635 New
MS
153
Madison Scottsdale
Arizona
$437K +$437K +7,539 New
NPC
154
National Planning Corporation
California
$414K +$414K +7,136 New
CA
155
Cetera Advisors
Colorado
$409K +$409K +7,061 New
WB
156
Webster Bank
Connecticut
$398K +$398K +6,870 New
RJT
157
Raymond James Trust
Florida
$391K +$392K +6,765 New
M&T Bank
158
M&T Bank
New York
$389K +$389K +6,712 New
KAM
159
Keeley Asset Management
Illinois
$388K +$388K +6,700 New
AWA
160
AmeriServ Wealth Advisors
Pennsylvania
$361K +$361K +6,230 New
IB
161
Intrust Bank
Kansas
$360K +$360K +6,216 New
WCM
162
Wisconsin Capital Management
Wisconsin
$351K +$351K +6,055 New
3AM
163
3D Asset Management
Connecticut
$348K +$349K +6,015 New
DADC
164
D.A. Davidson & Co
Montana
$345K +$346K +5,964 New
PFG
165
Pacific Financial Group
Washington
$337K +$337K +5,822 New
MCWS
166
McKinley Carter Wealth Services
West Virginia
$336K +$336K +5,805 New
IA
167
Ibbotson Associates
Illinois
$331K +$331K +5,711 New
TBA
168
Train Babcock Advisors
New York
$330K +$330K +5,700 New
Kayne Anderson Rudnick Investment Management
169
Kayne Anderson Rudnick Investment Management
California
$325K +$325K +5,610 New
BFPW
170
BOK Financial Private Wealth
Colorado
$313K +$313K +5,399 New
CCM
171
Cohen Capital Management
California
$312K +$313K +5,393 New
MGIA
172
Moneta Group Investment Advisors
Missouri
$307K +$307K +5,292 New
PWM
173
ParenteBeard Wealth Management
Pennsylvania
$307K +$307K +5,300 New
SSB
174
Sandy Spring Bank
Maryland
$304K +$304K +5,250 New
SHWM
175
Smith & Howard Wealth Management
Georgia
$303K +$303K +5,231 New
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