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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
176
Pure Financial Advisors
California
$494K -$256K -3,572 -34%
BWFA
177
Baltimore-Washington Financial Advisors
Maryland
$480K +$49.8K +695 +11%
EK
178
Evensky & Katz
Florida
$478K +$18.1K +253 +4%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$458K +$44.2K +616 +10%
PAG
180
Private Advisor Group
New Jersey
$458K +$106K +1,473 +29%
IPC
181
Independent Portfolio Consultants
Florida
$451K – – –
MGIA
182
Moneta Group Investment Advisors
Missouri
$447K – – –
BRWM
183
B. Riley Wealth Management
Tennessee
$447K +$448K +6,249 +4,561%
CA
184
Cetera Advisors
Colorado
$434K -$42.5K -593 -9%
SSB
185
Sandy Spring Bank
Maryland
$434K +$31.7K +442 +8%
ONB
186
Old National Bancorp
Indiana
$414K -$8.53K -119 -2%
WCM
187
Wisconsin Capital Management
Wisconsin
$410K – – –
TBA
188
Train Babcock Advisors
New York
$399K – – –
IB
189
Intrust Bank
Kansas
$398K -$38.3K -534 -9%
PFG
190
Pacific Financial Group
Washington
$385K -$15K -209 -4%
CAM
191
Cubic Asset Management
Massachusetts
$380K – – –
CCM
192
Cohen Capital Management
California
$378K -$8.1K -113 -2%
MHS
193
M Holdings Securities
Oregon
$375K -$75.9K -1,059 -15%
TI
194
Truepoint Inc
Ohio
$372K -$26.9K -375 -7%
AA
195
Alesco Advisors
New York
$368K -$245K -3,416 -39%
DADC
196
D.A. Davidson & Co
Montana
$367K -$20.2K -282 -5%
GWM
197
Greenwich Wealth Management
Connecticut
$363K +$85.6K +1,194 +30%
CNBT
198
Canandaigua National Bank & Trust
New York
$359K – – –
BAM
199
Berkshire Asset Management
Pennsylvania
$357K – – –
PWM
200
ParenteBeard Wealth Management
Pennsylvania
$357K +$11.2K +156 +3%
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8
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