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iShares Russell Mid-Cap Value ETF
IWS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pure Financial Advisors
California
$494K -$55.1K -739 -10%
MCM
202
MV Capital Management
Maryland
$491K -$5.59K -75 -1%
IPC
203
Independent Portfolio Consultants
Florida
$485K – – –
GWM
204
Greenwich Wealth Management
Connecticut
$481K – – –
SPC
205
Sigma Planning Corp
Michigan
$475K +$102K +1,363 +28%
FNBT
206
FineMark National Bank & Trust
Florida
$471K +$58K +778 +14%
EK
207
Evensky & Katz
Florida
$470K +$10.4K +139 +2%
RJT
208
Raymond James Trust
Florida
$463K – – –
BSWMG
209
Barrington Strategic Wealth Management Group
Illinois
$458K – – –
RCAG
210
Rehmann Capital Advisory Group
Michigan
$456K +$21.9K +294 +5%
EAMA
211
EFG Asset Management (Americas)
Florida
$438K -$1.78M -23,799 -80%
NG
212
NatWest Group
United Kingdom
$438K -$145K -1,943 -25%
TBA
213
Train Babcock Advisors
New York
$429K – – –
IB
214
Intrust Bank
Kansas
$428K – – –
PFG
215
Pacific Financial Group
Washington
$414K – – –
CAM
216
Cubic Asset Management
Massachusetts
$413K +$3.28K +44 +0.8%
CCM
217
Cohen Capital Management
California
$409K +$1.72K +23 +0.4%
WT
218
Washington Trust
Rhode Island
$406K +$70.9K +950 +21%
KIA
219
KCM Investment Advisors
California
$387K +$47.5K +637 +14%
CNBT
220
Canandaigua National Bank & Trust
New York
$386K – – –
AA
221
Alesco Advisors
New York
$384K – – –
BP
222
Ballentine Partners
Massachusetts
$377K – – –
TFA
223
Transamerica Financial Advisors
Florida
$369K +$366K +4,901 +490,100%
AW
224
ACG Wealth
Georgia
$361K -$5.07K -68 -1%
LW
225
Linscomb Wealth
Texas
$354K – – –
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9
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