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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
176
Evensky & Katz
Florida
$450K – – –
IPC
177
Independent Portfolio Consultants
Florida
$443K +$429K +6,446 New
IB
178
Intrust Bank
Kansas
$427K – – –
MHS
179
M Holdings Securities
Oregon
$424K +$410K +6,166 New
LPT
180
Legacy Private Trust
Wisconsin
$419K +$5.12K +77 +1%
CA
181
Cetera Advisors
Colorado
$411K -$116K -1,746 -23%
WCM
182
Wisconsin Capital Management
Wisconsin
$402K -$13.3K -200 -3%
PFG
183
Pacific Financial Group
Washington
$393K -$7.11K -107 -2%
TBA
184
Train Babcock Advisors
New York
$392K – – –
CDIA
185
Capital Directions Investment Advisors
Georgia
$380K -$42.5K -640 -10%
DADC
186
D.A. Davidson & Co
Montana
$379K -$1.93K -29 -0.5%
SSB
187
Sandy Spring Bank
Maryland
$378K -$39.7K -597 -10%
CAM
188
Cubic Asset Management
Massachusetts
$365K +$8.31K +125 +2%
MGIA
189
Moneta Group Investment Advisors
Missouri
$358K -$43.2K -650 -11%
CCM
190
Cohen Capital Management
California
$358K – – –
CNBT
191
Canandaigua National Bank & Trust
New York
$353K +$341K +5,130 New
BWFA
192
Baltimore-Washington Financial Advisors
Maryland
$352K +$98.1K +1,475 +40%
RCAG
193
Rehmann Capital Advisory Group
Michigan
$351K +$18.2K +274 +6%
TI
194
Truepoint Inc
Ohio
$350K -$13.8K -208 -4%
BAM
195
Berkshire Asset Management
Pennsylvania
$350K +$199 +3 +0.1%
BP
196
Ballentine Partners
Massachusetts
$345K – – –
3AM
197
3D Asset Management
Connecticut
$341K – – –
PWM
198
ParenteBeard Wealth Management
Pennsylvania
$339K -$29.4K -442 -8%
SHWM
199
Smith & Howard Wealth Management
Georgia
$335K – – –
DY
200
Dowling & Yahnke
California
$334K – – –
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